About Us
What We Do
“Monere” means to advise, to assist in Latin. We are here to assist you with your financial needs. We employ a variety of products and services tailored to your specific situation.
We are always available to advise you on your concerns or questions.
Whether you are looking to generate wealth, manage your existing assets, or plan for retirement we have the right tools and products to accomplish your goals.
We do not manufacture any products, so we can offer you best-in-class solutions available across the industry as long as those products meet your needs.
Our accounts are carried through Pershing, LLC.
Who We Are
Monere Investments, Inc. is a financial services firm offering their clients an extensive platform of investment choices. With proven experience, our Wealth Advisors can provide you with a customized solution to all your financial needs.
Monere Investments continues the history and tradition of Atrium Trading founded in 2000. In 2014 Atrium Trading changed its name to Monere Investments, Inc., to better reflect the overall financial services we provide.
Principals of the firm have more than one hundred years of combined experience in the investment and wealth management business and we pride ourselves on providing an exceptional client experience and personalized service.
Monere Investments, Inc. services individual, small business, corporate, non-profit, and institutional clients. We offer a wide range of products from traditional brokerage to managed accounts. Please contact us for more details.