What We Do

Moneri commits people, capital and ideas to help our clients, shareholders and the communities we serve to grow. At Moneri, we:

  • AdviseWe advise companies on buying and selling businesses, raising capital and managing risks, which enables them to grow.
  • FinanceWe help local, state and national governments finance their operations so they can invest in infrastructure, like schools, hospitals and roads.
  • TransactWe transact for our clients in all key financial markets, including equities, bonds, currencies and commodities, so that capital flows, jobs are created and economies can grow.
  • SupportWe help markets remain efficient and liquid, so investors and companies can meet their needs, whether to invest, raise money or manage risk.
  • ManageWe preserve and grow assets for institutions, including mutual funds, pension funds and foundations, as well as individuals.
  • InvestWe invest our capital alongside our clients’ capital to help businesses grow.
  • InnovateWe develop ideas and analysis that drive new perspectives, new products and new paths to growth.

What We Do