Moma International

Overview

Moma International is an independent registered investment adviser operating as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, delivering financial planning, portfolio management for individuals/small businesses and for businesses/institutions, plus educational seminars and workshops. Its advisory activity is largely non-discretionary — the firm reports all AUM as non-discretionary — which indicates Moma International typically provides investment advice and recommendations while clients retain final trading authority. Investment posture is tilted toward fixed income, with U.S. government securities representing the single largest asset category. The firm is not flagged as an active ESG investor and does not operate as a multi-state adviser. Its fee model is flexible, including percentage-of-AUM charges, fixed fees and performance-based arrangements. Industry relationships include affiliation with another investment adviser and with an accounting firm.

Assets & Accounts

Investments & Alternatives

Location & Offices