The Money and Values Group

The Money and Values Group is a single-family office that aligns financial returns with mission-driven capital. Minimal public disclosure on AUM or holdings.

The Money and Values Group

THE MONEY AND VALUES GROUP is an SEC-registered investment adviser in Prescott, AZ. It has one office and two registered representatives.

General information

Firm type

Single Family Office

What is The Money and Values Group's investment philosophy?

The firm's name suggests an investment philosophy that integrates financial returns with values-based criteria, possibly including ESG, impact, or family-defined ethical screens. However, no public documents confirm the specific framework or how it governs asset allocation or deal selection.

Does The Money and Values Group manage assets for one family or multiple?

The group is structured as a single-family office, per its name and public classification. There is no evidence in the public domain that it serves multiple families or operates as a multi-family office.

What asset classes does The Money and Values Group invest in?

No asset-class preferences have been disclosed in public records. The firm has not published a strategy statement, fund structure, or list of investment holdings.

Who are the principals behind The Money and Values Group?

Publicly accessible sources do not name any principals, officers, or investment professionals associated with the group. The firm's ownership and leadership remain opaque.

How does The Money and Values Group source deals?

Deal-flow sourcing is not described in any available public materials. The absence of a professional network presence or media coverage precludes any assessment of proprietary sourcing capabilities.

Is there a philanthropic arm tied to The Money and Values Group?

No philanthropic foundation, donor-advised fund, or grant-making vehicle associated with the group appears in public records. The firm's public profile does not address charitable structures.

What is the geographic focus of The Money and Values Group?

The firm has not disclosed a geographic focus or office location. No city, country, or regional investment preference can be confirmed from public sources.

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