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Terms of Use

Moneta Trust, is required by law to disclose all pertinent information regarding the firm’s operation in an annual Summary Disclosure Statement on a yearly basis. Complementary copies are available to our clients upon request.

DISCLAIMER: This Web site is for informational purposes only and does not constitute a complete description of our trust administration services. This Web site is in no way a solicitation or offer to sell securities or investment advisory services. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY “LINKED” WEB SITE.

Privacy Policy

Protecting our clients’ privacy is very important to us. We want you to know what information we collect from our clients and how we use it. The following is the policy to which all Moneta Trust employees adhere for the collection and use of your nonpublic personal information.

The Privacy Policy applies only to information collected through the Moneta Trust website. The Privacy Policy does not apply to other information we may collect, including any email messages or associated information that you may send to the addresses published on this website.

What information is collected?

We collect “personally identifiable information” and “automatic information.”

“Personally identifiable information” is information that tells us who you are, such as your name, your postal address, and your e-mail address. Personally identifiable information does not include aggregate information that, by itself, does not allow for the identification of an individual person. We collect personally identifiable information only if you voluntarily choose to provide it to us. You do not have to provide personally identifiably information to access our website.

“Automatic information” is technical information automatically collected by our web server (which may be hosted by a third-party), such as the identity of your internet service provider, the type of browser that you use, and your computer’s IP address. An IP address is a number assigned to your computer when you connect to the Internet. Each time you visit our web site; our web server automatically recognizes (where possible) and collects this information.

How is the information used and shared?

We may use personally identifiable information for the purposes for which it was collected. For example, to the extent that we collect personally identifiable information when the contact form is completed, we will use the information in connection with, among other things, to contact you per your request.

In addition to using personally identifiable information for the purposes for which it was collected, we may also use it to send you publications, invitations and other marketing materials that may be of interest to you.

We use automatic information for internal purposes, such as the administration of our website, improving the website, and assisting us in understanding how the website is used.

Can you change the information collected?

If you want to change, correct or update personally identifiable information submitted on our website, please contact us.

Can we change this Privacy Policy?

We reserve the right to revise our Privacy Policy at any time. The most current version of the Privacy Policy can be reviewed by clicking on the “Privacy Policy” hypertext link located at the bottom of our web pages. Your continued use of our website after we post any revisions constitutes your agreement to any such revisions. If any such revisions are unacceptable to you, do not access the website.

Is the information collected secure?

Unfortunately, information transmitted on the Internet and/or stored on systems attached to the Internet is not 100% secure. As a result, we do not ensure, warrant or guarantee the security or integrity of any information transmitted to us over the Internet or stored on our systems. Although we employ industry standard devices, software and techniques to protect your data, please do not disclose any private or confidential information to us via this website.

Links to other websites

The Privacy Policy is not applicable to, and we are not responsible for, the privacy practices of any third party websites to which this website may link. Please familiarize yourself with the privacy policies of any third-party websites you visit, as they will govern any information collected by those websites.

Contact information

If you have questions regarding this Privacy Policy, please e-mail us at


© 2021, Moneta Trust. Moneta Trust is chartered pursuant to Kansas statutes as a non-depository retail trust company and regulated by the Kansas Office of State Bank Commissioner. Moneta Trust is a wholly owned subsidiary of Moneta Holding Corp. which itself is a wholly owned subsidiary of Moneta Group, LLC. All rights reserved. Advisory services are offered through Moneta Trust’s registered investment advisor affiliate Moneta Group Investment Advisors, LLC, a wholly owned subsidiary of Moneta Group, LLC.