Wealth & Finance International - Finance Awards 2017

Wealth & Finance International - 2017 Finance Awards 25 Founder Ron Moeller began his career in the financial services industry with A.G. Edwards in 1966. He provided exceptional personal investment advice and money management services to clients throughout his career of 42 years building lifetime family relationships. Mike Moeller joined his father in 1995 and is currently Managing Director – Investments and a Private Investment Management (PIM) portfolio manager with Wells Fargo Advisors. As a PIM© portfolio manager, Mike is able to make discretionary investment decisions based on his knowledge and expertise according to the client’s stated objectives. Mike has consistently been recognized as a member of the Chairman’s Council within the Premier Advisors program of Wells Fargo Advisors. In addition, he served as a member of the Wells Fargo Advisors Advisory Board. Today, the collective professionals of The Moeller Group have over 100 years of experience and manage over $1.4 billion in client assets. Each one of these committed experts is passionate about helping their clients achieve their investment goals while serving them with the same personal values of trust, integrity, and service, as exemplified by the company’s founder. The overall mission of The Moeller Group is to help clients be good stewards of capital. The Moeller Group advocates a tangible approach for clients seeking to preserve and increase wealth. The organizing principle of all Tangible Return Strategy accounts is that investors, either now or in the future, seek a rising stream of investment income. The group’s investment process is oriented toward downside resilience, lower volatility, and consistent returns over full market cycles. Concerning equity selection, they focus on high quality, dividend growth companies of all market capitalizations and geographic locations. With regards to fixed income, the group utilizes a disciplined approach of laddering maturities seeking to provide income and stability with the emphasis on limiting interest rate risk and preserving principal. Securities may be sold if they are considered to be selling at a significant premium to intrinsic value or if the fundamentals deteriorate and greater dividend growth can be found elsewhere. The Moeller Group of Wells Fargo Advisors is privileged to build upon the heritage and successful legacy of its founder, Ron Moeller, an experienced investment advisor dedicated to supporting his clients. We profile the firm and explore how his legacy is continued through this dynamic client focused company. The Moeller Group Company: The Moeller Group of Wells Fargo Advisors Address: 14567 North Outer Forty Drive, Chesterfield, MO 63017-5759 Phone: 636-530-6111 Email: themoellergroup@ wellsfargoadvisors.com Website: www.themoellergroup.net In order to gain a thorough understanding of the client’s needs and goals, the group uses the innovative Envision® process. Combining goals-based advice with sophisticated statistical modelling analysis, Envision helps the firm to create an effective, easy to understand, investment plan tailored to the specific needs of the individual client. The most important part of the Envision process is the way the group is able to monitor the client’s progress toward their financial goals in real- time. Asset allocation, individual investments, and spending adjustments can be made proactively to ensure the highest probability of success. Ultimately, The Moeller Group believes that exceptional service is needed to help clients realize their goals. Communication with clients is ongoing and frequent. In addition to monthly account statements, clients receive a personalized, comprehensive quarterly performance evaluation along with timely and topical electronic communications. The Moeller Group performs regular client reviews to discuss life events, changes in objectives or needs, and anything else to help clients in the successful stewardship of capital. Best Investment Management Firm - Missouri FI170026