Ongoing Financial Monitoring

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

We work with you and your 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 advisor the right questions and provide the best objective analysis.

working with your advisor to achieve a common goal

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. Contact Us

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