Moloney Securities Asset Management LLC
Overview
Moloney Securities Asset Management LLC is a private investment firm based in Manchester, Missouri. The firm specializes in providing comprehensive investment planning and wealth management services to individual and institutional clients. Their offerings include personalized financial planning, portfolio management, and strategic investment advice tailored to meet clients' long-term financial objectives. The firm's investment approach encompasses a diverse range of asset classes, including fixed income, equity, real estate, private equity, hedge funds, commodities, crypto, ESG and impact investing, infrastructure, and venture capital. They employ a holistic wealth management strategy that aligns investment decisions with clients' life goals, considering factors such as risk tolerance, asset allocation, and investment preferences. Moloney Securities Asset Management LLC has a significant presence across the United States, with over 46 offices nationwide. As of December 31, 2015, the firm managed approximately $1.2 billion in assets for over 4,200 clients. Their team comprises 82 experienced financial planners dedicated to delivering customized investment solutions and fostering long-term client relationships.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Frequently asked questions about Moloney Securities Asset Management LLC
What sectors does Moloney Securities Asset Management LLC invest in?
Moloney Securities Asset Management LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Missouri, United States. Moloney Securities Asset Management LLC is listed as a private investment firm in the ConnectSafely investor database.
What stage does Moloney Securities Asset Management LLC invest at?
Moloney Securities Asset Management LLC backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Moloney Securities Asset Management LLC invest in?
Moloney Securities Asset Management LLC invests across United States.
What companies has Moloney Securities Asset Management LLC invested in?
Moloney Securities Asset Management LLC's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.
Last updated · Source: ConnectSafely investor database
