Asset Management

At The Money Advisor Group, we have a fully integrated and customized approach with a clear mission: to grow and protect your money so that it lasts a lifetime. The result: peace of mind. Our focus is to help you achieve your goals by maximizing your returns, minimizing your taxes and expenses, and managing your risks.

Our investment philosophy and approach is rooted in unbiased research of Nobel Laureates and some of the most respected academics in modern history. This academic investment approach is rational and disciplined and never becomes a matter of human emotion. We provide the benefits of a sophisticated view of the capital markets, expert asset allocation, best-in-class investment managers and continuous portfolio management. Your goals-based portfolio will be custom built to provide broad-based asset class diversity.

Whether your goal is accumulation and growth or tax favored income, we will design a portfolio to meet your unique objectives, through good markets and bad.


  • Retirement Income Distribution Strategies 
  • Portfolio analytics & custom portfolio design
  • Investment policy statement design
  • Manager due diligence, selection, and monitoring
  • Objective fee-based approach using independent, best-in-class turn-key asset management platforms
  • Portfolio management, monitoring, and reporting
  • Strategic asset allocation within broadly diversified portfolios using primarily evidence based investment solutions
  • Total return-focused & tax-managed portfolios
  • Targeted use of alternative investments and hedging strategies