MoonDance Investment Advisors, an independent Registered advisory business Model, opened Offices in December 2012. The model offers clients more personalized options.
Independent firms that custody assets with global investment firms, are a growing trend.
Online PR News – 09-January-2013 – National – MoonDance Investment Advisors, LLC a registered independent investment advisory firm, owned and operated by William H. Stanert, located in both New Hope and Lower Southampton, Pennsylvania, launched operations as of December 6 2012.
The independent, registered, business model enables portfolio advisors to offer existing and prospective clients the personalized services, attention, independence, variety of services, and latitude on client fees associated with a smaller firm, while still ensuring the accountability and protection of assets in the custody of one of the global investment firms that best suit the needs of each individual client's investment concerns or desires.
William Stanert, the firm's portfolio manager - principal, has almost 30 years experience as a broker and portfolio Manager with several global Investment firms and almost two years experience as a Resident Manager for a local office of a global investment firm.
His registered firm, MoonDance Investment Advisors, will custody the majority of his clients' assets with Raymond James Financial Services, Inc., a publicly traded global company established 50 years ago, and in March of 2012, named one of the world's most admired companies by "Fortune" magazine, for the second year in a row.
In addition, The "Wall Street Journal" ranked seven Raymond James Financial Services, Inc., analysts as "master stock pickers" as part of its 19th annual "Best on the Street" survey.
The core operating tenet of MoonDance Investment Advisors is conservative and client friendly:
"We focus on becoming your partner in building the financial future you desire.
Our mission is to help our clients achieve financial independence through professional advice, individualized planning, sound risk management, quality investment products, and personal, efficient service," Says William Stanert.
William Stanert also provides continuing education credits for Attorneys and Certified Public Accounts.
He is available for investment oriented public speaking engagements or interviews.
MoonDance Investment Advisors has offices located at 247 North Main Street, New Hope, Pa. 18938, and 1738 Bridgetown Pike, Lower Southampton, Pa 19053. Contact the firm at 215 862 2282 or 215 862 2283 or toll free @ 855 860 9900.
For more detailed information, visit their website at: Moondanceinvestmentadvisors.com
Contact Heather or Shaun in Marketing & PR @ 215 862 2282, or 215 862-2283, if you need more information, clarifications, or wish to schedule an interview with William Stanert regarding the independent registered advisory firm model as a trend that offers clients the care, concern and attention to individual needs, while offering the safety and accountability of a having their assets custodied at Raymond James, or other well known, reliable global investment firms.