The Moonstone Difference

At Moonstone Asset Management, we look beyond the numbers. We believe in personalized investing and our strategy starts with you.
Whether you’re looking to build a more comfortable retirement or simply manage a smarter income portfolio, we will build a customized solution to help you achieve your goals.
This is your investment story. We’re happy to be a part of it.

KAREN NATKIN, Founder and President

I founded Moonstone with the intention of humanizing investing. My guiding mission is to invest in a manner that is transparent and comprehensible, and only in ways that resonate with the client. Our loyalty has and always will be to the client first.
KarenSignature

Our 4 Step Process

Investing doesn’t need to be intimidating. We believe in making things simple and straightforward, so you understand exactly what we’re doing with your money and why.
Our diversification-based strategy will identify the right blend of equities, ETFs, bonds and mutual funds to design your portfolio around your needs.
How does it all work? While every client and account is different, we have a 4-step process that will outline our approach to financial planning.

STEP 1: TALKING ABOUT YOU

We want to know why you’re here. After all, why you want to invest matters as much as how you go about doing it. This is a frank conversation about why you’ve come to us for help. And every story is different. This first conversation gives us important insight into how much risk you are comfortable with, what your current cash flow is like, and your income tax and liquidity situations. All of these things play an important role in creating a portfolio that satisfies both your short and long term goals.

STEP 3: BUILDING A PORTFOLIO OVER TIME

With your investment roadmap in hand, we start to design your investment portfolio based around those guidelines. We scale buys and sells over time, focusing on the long game. And we make sure that when you look at your investment statement, every company on there is a US-based business that you’ve heard of (and maybe even done business with at some point). We just feel more comfortable dealing with people and industries that we know, and we venture to guess that you will too.

STEP 2: CREATING YOUR INVESTMENT ROADMAP

Once we’ve talked about your current investment situation, it’s time to make a plan and figure out what you’ll need to work towards your goals. We want you to have a full understanding of what you’re investing in and why. This is about you. We clearly define your investment guidelines to help guide your decisions down the road. It takes out a lot of the guesswork and stress and gives you a clearly defined plan to turn to moving forward.

STEP 4: KEEPING EVERYTHING ON TRACK

We pride ourselves on the relationships we build with each and every client. We keep the lines of communication open based on your needs. If you have a question or concern, feel free to reach out. Or we can develop a meeting schedule that works for both of us. Investing is our passion, so we guarantee that we’ll never get tired of chatting with you about it.

Interested in what Moonstone can do for your financial future?
Set up your first financial review now and find out for yourself.

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