Frequently Asked Questions

Can’t find what you’re looking for? Send us a message!

If there’s something you’d like to know, perhaps someone else has asked it before. If the answer you’re looking for isn’t here, shoot us a message any time and we’ll get back to you as soon as possible.

We work with a wide variety of clients- ranging in age, occupation, and life stage. What all our clients have in common is a shared set of values: they care deeply about their financial health but maintain a long-term focus. Though we do not require minimums, we find that most of our clients fall into two main categories:

1) Wealth Preservation: These clients are in well-established careers or in the retirement stage, typically with over $500k in investable assets

2) Wealth Accumulation: Moonstone serves individuals and young families that are in the growth stages of their careers, focusing on long-term planning. There is no typical asset range, as these clients vary greatly in their career tenure

Karen, Moonstone’s founder, initially entered the investment world with the goal of securing her own financial future. By the time she founded Moonstone in 2008, she was already a successful entrepreneur and a seasoned investment expert. She founded Moonstone on the principal of a fee-based investment strategy so she would never have to charge commission or make investment decisions based on incentives offered by mutual funds. Her goal is and always has been transparency. She strives every day to do what’s best for her clients. Karen considers herself not only a wealth manager, but also a resource for clients, as she is more than willing to help them understand the many complex documents that make up their financial portfolios.

Our strategy is customized to the individual based on a comprehensive assessment of his or her current situation, needs, and personal goals. Portfolios may include a combination of equities, exchange-traded funds (ETFs), bonds and mutual funds. Overall, we believe in quality, low-cost, dividend-paying investments that have a long-term focus.

Our fee-only based structure includes actively managed portfolios and comprehensive planning, with no hidden fees. The fee structure is determined by size and complexity of assets under advisement. We invite you to come in for a complimentary review for a personalized quote.

We invite you to come in for complimentary discussion to see if Moonstone is the right fit. There is no cost or obligation associated with the introduction. Contact us today – we look forward to hearing from you.

We Craft Personalized Investment Strategies

Input this code: captcha
We are here to help

Moonstone Asset Management is an Independently Owned Registered Investment Advisory firm.

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.