Moonstone Asset Management is an Independently Owned Registered Investment Advisory firm founded in 2008. Located in Northbrook, Illinois, we manage custom tailored investment portfolios for individuals looking to secure their financial future. If you are just starting out or a seasoned investor, our unique investment approach is derived from a disciplined and transparent investment process.
At Moonstone we take pride in building a relationship that provides clear, unbiased financial advice with a commitment to YOUR success. We only work for you and do not receive commissions, hidden fees or other third-party incentives. Our compensation is straightforward, based purely on account size and strategy. No two accounts are the same and each account is handled individually.
Our philosophy is based on long-term investment success. Our firm is built on long term disciplined investment. Our goal is to help you achieve financial security. We develop a comprehensive investment strategy tailored to your needs.
We provide 401(k) retirement plan programs for businesses, institutions and foundations. We add value through outstanding service, attention to detail, and disciplined long-term thinking. Moonstone Asset Management is certified by the State of Illinois as a Female Business Enterprise (FBE) and by Cook County as a Women Owned Business Enterprise (WBE).