Ongoing Financial Monitoring

Ongoing Financial Monitoring

Working as a team to make sure you reach your long-term goals.

We work closely with you and your financial advisor to make sure everyone is on the same page and working to achieve a common goal. Whether meeting with your advisor on a quarterly, semi-annual, or annual basis, we have the expertise to ask your investment advisor the right questions and provide the best objective analysis.

Lake Louise and binoculars

What We Do

Past Performance

How did they do?

  • Against benchmarks
  • Asset allocation choices
  • Individual managers/fund choices

Future Expectations

What are they going to do?

  • Driving asset allocation decisions
  • Deciding on individual manager/fund choices
  • Expectations for markets

Ongoing Management

How are they executing?

  • How do they making decisions?
  • Why one decision over another?
  • How they deal with unavoidable changes like market corrections, macro events, etc.?

Contact us to find more out about what we can do for you.

MOENIO is a unbiased independent firm helping our clients make the right decisions around their wealth. Learn more.