Carmel, IN Office
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Money Concepts Advisory Service
Enterprise
Firm-wide stats for Money Concepts Advisory Service
About
Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a broad client mix that includes individual investors (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, and corporations. The firm operates as an enterprise-scale adviser managing roughly $4.07 billion in client assets through a network of several hundred advisors and multiple portfolio programs.
The firm uses model-driven and asset-allocation approaches (including modern portfolio theory), offering both discretionary and non-discretionary programs that range from proprietary model portfolios to sub-advised strategies; clients begin with an intake profile and are placed in programs that may be rebalanced or overseen on an ongoing basis. MCAS also makes regular use of third-party managers and service providers for trading, model management, and reporting, and discloses reliance on platforms such as Envestnet for back-office and model support.
Noteworthy for an enterprise adviser, MCAS operates alongside Money Concepts Capital Corp. as a registered broker-dealer and insurance general agency, and many of its investment adviser representatives are also registered representatives and licensed insurance agents, with commissions and insurance sales comprising a substantial portion of firm revenues. The dual adviser/broker-dealer structure means the firm receives economic benefits from clearing and custody relationships (including revenue sharing and distribution payments) and offers specialized services such as variable annuity management and an annuity-linking program, which distinguish it from peers that operate solely as fee-only advisory firms.
Based on Money Concepts Advisory Service
Expertise
Based on Money Concepts Advisory Service
Location
3077 E. 98th St., Ste 260
Carmel IN 46280
Advisors at this office
2
Advisors at this office
Robert M
CFP®, Series 66
Carmel, IN
Money Concepts Capital Corp
Robert Moritz is a CFP® professional with 20 years of experience, currently serving as an advisor at Money Concepts Capital Corp since 2005. He holds the Series 66 designation and is based in Berne, Indiana. Outside of his advisory role, he is involved with Faithful Stewards, Inc., an investment-related business where he spends a significant portion of his time. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across multiple managed programs, using a combination of model portfolios, IAR-designed portfolios, and third-party sub-advisers.
Robert M
Series 63, Series 65
Carmel, IN
Money Concepts Capital Corp
Robert Miller is a financial advisor with Money Concepts Capital Corp in Carmel, Indiana, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Money Concepts Capital Corp since 2002 and also maintains a long-term association with O.W. Krohn & Associates. Outside of his advisory work, Miller is a board director for the U.S. chapter of the International Association of Registered Financial Consultants (IARFC) and owns Beacon Incorporated, a financial services company. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across multiple managed programs, using a blend of model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.
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