Boutique By Design

Moscaret Investment Advisory was founded in 1999 with the objective of providing clients with knowledgeable and independent advice. We focus on developing a long-term, one-on-one relationship with clients while providing customized solutions to their wealth management needs. Moscaret Investment Advisory is a boutique firm by design, knowing that by focusing on a smaller number of affluent clients, we would be more able to provide a distinct approach of true concierge services to all of his clients.

We are proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer that helps independent advisors serve their clients. As of December 31, 2022, Commonwealth oversees total account assets of $242.9 billion.

Independent, just like us

Commonwealth is independently owned and managed, which means the firm can act in the best interests of its financial advisors and their clients—not shareholders. Our partnership with Commonwealth supports our commitment to remain free to act in your best interest, without any pressure to promote proprietary products or strategies.

This relationship offers the scale, stability, and resources that help us deliver the solutions you need. It's that infrastructure—and the always expanding wealth of resources it provides—that makes it easier for us to provide you with the best possible guidance and the prompt, personal service you expect and deserve.

J.D. Power ranks Commonwealth Financial Network "#1 in Indepdendent Advisor Satisfaction Among Financial Investment Firms, 10 Times in a Row."1 But it's what that achievement means for our clients—on a daily basis—that makes the difference.

1Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, 2018-2023 U.S. Financial Advisor Satisfaction Studies. Presented on July 5, 2023, for December 2022 to April 2023, it is based on responses from 4,183 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm's future performance. Your experience may vary. Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.

 

1
 

 

CHOICE. We have access to robust, independent market research, financial planning expertise, and a wide universe of investment options—from individual stocks and bonds to mutual funds, exchange-traded funds, alternative investments, managed accounts, and retirement plans.

TECHNOLOGY. Commonwealth's technology platform is a critical component in our ability to keep you on track with your financial goals. Its integrated web-based systems allow us to more efficiently manage your portfolio and your overall financial life.

4
 

 

SERVICE. The firm's low advisor-to-staff ratio means staff members answer our calls promptly, execute transactions quickly and accurately, and, in general, offer us the same highly personalized treatment we strive to give you. 

SECURITY. Commonwealth excels in its commitment to safeguarding your privacy and ensuring that your personal data remains secure. From encryption standards to disaster recovery plans and other measures the firm employs, we are confident that the information our clients entrust us with will remain secure.