MOONSTONE ASSET MANAGEMENT, INC.

Overview

Moonstone Asset Management, Inc. is a small, client-focused registered investment adviser that concentrates on discretionary portfolio management for individuals and small businesses. The firm is organized as a corporation with individual ownership and runs a fee schedule that includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Moonstone shows a clear preference for equities, deploying most client capital into exchange-traded instruments rather than fixed income or cash holdings. The adviser does not position itself as an ESG investor and does not operate as a multi-state adviser or pension consultant. Its business model centers on direct portfolio management rather than acting as a capital allocator or operating related adviser platforms.

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Location & Offices