Moonstone Asset Management, Inc.

Overview

Moonstone Asset Management, Inc. is an independent, privately owned registered investment adviser that focuses on serving individual and family clients. The firm’s advisory offering centers on financial planning and portfolio management for individuals and small businesses, and it charges clients on a percentage-of-assets-under-management basis. Moonstone does not self-identify as an active ESG investor and is not described as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices