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Another RIA Gets Into the Trust Business
Moneta, a $27 billion RIA headquartered in St. Louis, is the latest firm to bring trust company services in-house; observers say it s unlikely to be a widespread trend.
Last week, Moneta, a registered investment advisor with $27 billion in assets under management, launched its own trust company, Moneta Trust. Moneta CEO and Chairman of the Board Eric Kittner said the move by the partner-owned company was motivated by client demand as well as the RIA’s desire to control the process of establishing and servicing the legal structures for clients.
“From a service level perspective, we felt it would be better if we had control, and quite frankly, our clients really wanted us to truly serve in that capacity and not outsource it to a third party,” Kittner said. ....

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