How do we create Better outcomes for you?
There are over 600,000 registered advisors in the United States
We identified what makes an advisor one of the the Best by studying thousands of advisors in education, experience, performance, fees, products used, and more
We measure your financial advisor against these metrics to see if they are truly one of the Top 5% in the country
This makes certain you:
Have a Great
The right advisor makes all the difference. Our clients know they are working with one of the Best in the Country.
Pay a Fair
Excess fees or paying too much has a negative impact on return. Our clients know they are paying a fair and competitive fee.
Receive Good, Risk-Adjusted Performance
We do not manage assets but measure performance and investments results the right way. Our clients financial advisors are held to a higher standard.
The #1 reason clients leave their advisor is lack of clear communication. Our clients get timely reports with the right information they can understand.
We help a diverse group of clients in many areas
Let us share with you how we help our clients. Choose one
Pensions, and Charities
How We Protect You and, Our Clients
We Trust but want to Verify who our clients have hired or might hire. A dishonest financial advisor cause a lifetime of issues. We run a background check on the advisor(s) covering education, work experience, complaints, and other sensitive but important areas
Is your financial advisor one of the best in the country – providing good risk-adjusted return, great service, and communication? We evaluate your advisor, or banker, using our proprietary ranking system, Client-Advisor Assessment Report. It covers sixteen areas of their business such as performance, fees, investment approach, firm they use and more.
How much are you paying in fees or, are you paying a fair fee? We evaluate our clients fees to make certain they are paying a fair fee and it is correctly charged by their advisor. When needed, we negotiate on our clients behalf if they are paying too much.
We customize a search specific to your needs and best interests. You want a great financial advisor or banker and we undertake a search to find an advisor in the top 5% – good risk-adjusted returns with outstanding service and communication.
The investments your financial advisor or banker choose are the key decisions they make on your behalf. We run a detailed analysis evaluating the investment choices they make against other options. Did they choose the best managers? Where there other, better, option or less expensive options?
How you have performed over 1-year, 3-year, and 5-year periods decides the quality of your financial advisor. Using a benchmark analysis system, we evaluate your returns against the proper metrics to provide you, our client, the right context on your performance.
You receive your quarterly or annual statement from your financial advisor. What does it really mean? We provide an on-going, safety check for our clients within 7-days of receiving the statement so our clients know if they are getting good, risk-adjusted returns in real-time.
We dive into the allocation and investments to give a true picture of the risks you are taking and how your portfolio has been constructed.
Meet Kevin Neal, Founder and CEO
20+ Years of Wealth Management Experience: He knows specifically what financial advisors, bankers, and firms can provide clients and what clients should ask to receive
Worked with over a thousand advisors, bankers, and brokers: Ability to separate what makes “the best” advisors, the best
Leader in the Industry: Recognized as a leading resource in national publications on issues that matter for clients and advisors
Expert on advisors practices: Provides expert witness testimony when questions arise on fees, performance, trustee issues and sale practices.
Understands the Issues: As a Certified Financial Planner, Chartered Life Underwrite, Chartered Financial Consultant, and Trust and Estate Practitioner, Kevin knows what advice advisors should be delivering.
Kevin is the driving force behind Moenio bringing over 20 years of practical wealth management experience. He is a nationally recognized authority on the investments solutions and services needed by wealthy families when working with financial advisors and wealth management firms. Kevin is a regular contributor to Bloomberg radio and has provided expert commentary in publications such as The New York Times, Barron’s – Penta, Business Insider, and others. Kevin is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and TEP (Trust and Estate Practitioner).
White Papers & Case Studies
Investors Evaluate Advisors the Wrong Way
We share what is truly important when evaluating your current financial advisor or banker and provide a detailed process to help in your evaluation
Is your Advisor a Fiduciary - it's not so simple
The media talks about ‘You must have a Fiduciary.’ We share with you real-life situations where this advice on having a Fiduciary is not so simple.
Helping a client find the right advisor (case study)
A business is sold and the advisors/bankers start descending. This is the story of how we helped our client find the right advisor in a customized search.
Trustees - Unique challenges in working with advisors (case study)
Trustees, and protector panels, have unique needs. How we helped one client manage for obligations.