Compardo, Wienstroer & Janes at Moneta –
Artificial intelligence is changing the way we live and work—from streamlining everyday tasks to transforming industries. In the world of financial advice, AI brings powerful tools that can enhance how we manage and protect your wealth. But while technology is evolving, some things at Moneta will always stay the same.
What Won’t Change: Personal Relationships
At Moneta, our most important asset is our relationship with you.
No matter how sophisticated technology becomes, we believe deeply in human connection. Your advisor will continue to know you—not just your portfolio, but your values, preferences, and goals. Whether you prefer quarterly in-person meetings, virtual check-ins, or annual family meetings, we tailor our approach to meet you where you are.
And while we may use smart tools behind the scenes, our communications will always come from a real person—not a chatbot.
What Will Change: Smarter Tools, Better Insights
We’re embracing the best technology available to make your experience more seamless, efficient, and informed. That includes:
- More accurate and timely portfolio insights
- Sophisticated risk analysis and scenario planning
- AI tools to streamline administrative tasks, such as summarizing meeting notes or preparing reports
- Faster, broader investment research using advanced AI models
Behind every tool is a person—your advisor—who interprets the data, customizes the insight, and ensures it aligns with your unique financial journey.
We’re also holding our partners—like custodians, attorneys, and asset managers—to the same standard. We expect them to harness the latest tools to stay sharp, responsive, and competitive on your behalf.
The Bottom Line
AI helps us deliver smarter, faster, and more customized advice—so we can spend more time doing what matters most: listening to you, answering your questions, and guiding your financial future with care.
© 2025 Advisory services offered by Moneta Group Investment Advisors, LLC, (“MGIA”) an investment adviser registered with the Securities and Exchange Commission (“SEC”). MGIA is a wholly owned subsidiary of Moneta Group, LLC. Registration as an investment adviser does not imply a certain level of skill or training. The information contained herein is for informational purposes only, is not intended to be comprehensive or exclusive, and is based on materials deemed reliable, but the accuracy of which has not been verified.
Trademarks and copyrights of materials referenced herein are the property of their respective owners. Index returns reflect total return, assuming reinvestment of dividends and interest. The returns do not reflect the effect of taxes and/or fees that an investor would incur. Examples contained herein are for illustrative purposes only based on generic assumptions. Given the dynamic nature of the subject matter and the environment in which this communication was written, the information contained herein is subject to change. This is not an offer to sell or buy securities, nor does it represent any specific recommendation. You should consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. An index is an unmanaged portfolio of specified securities and does not reflect any initial or ongoing expenses nor can it be invested in directly. Past performance is not indicative of future returns. All investments are subject to a risk of loss. Diversification and strategic asset allocation do not assure profit or protect against loss in declining markets. These materials do not take into consideration your personal circumstances, financial or otherwise.
