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About Us

Serving Suburban Chicagoland Since 2008

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).


What We Stand For

INTEGRITY
Our clients’ take comfort in our basic investment theme of diversification, patience and to never get shaken out from news driven events. We will help you build a plan focused on your personal financial goals, using inventory of current assets and an assessment of desires and goals. At Moonstone Asset Management, we build your financial blueprint and stay on course.

TRUST
Moonstone provides full transparency in your investment plan and each relationship is looked at as a long term investment. We also work with major trusted custodians such as Vanguard, TD Ameritrade, and Fidelity.

EXCEPTIONAL SERVICE
We strive to be your investment partner to help you achieve your goals. We will keep you and your investment portfolio up to date on the changing economic landscape. Not only do we listen to your needs, we seek to understand your concerns. Our focus is on long-term growth in both our relationship and your investment portfolio.


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Copyright ©2017 Moonstone Asset Management
Moonstone Asset Management, Inc. is not associated in any way with Moonstone Investment Management Ltd. Gewerbestrasse 9. Postfach, 8132 Egg/ ZH, Switzerland