« Back to Author Index

David Moenning

The National Association of Active Investment Managers (NAAIM) was formed in 1989 as a non-profit association of registered investment advisers who provide active management services to investors. The goal of the NAAIM members is to produce favorable risk-adjusted returns for their clients as an alternative to more passive allocation strategies. Today NAAIM includes more than 110 advisory firm members managing an estimated $30 billion. These firms range from small regional advisers to large national firms with over $1 billion in assets under management. Other members of NAAIM include private equity fund managers, mutual fund companies, custodians and a variety of other firms that provide professional services to financial advisers.
David Moenning has had a long investment career starting in 1980 that included independent money management, a partner in a private money management firm and founded his own firm, Heritage Capital Management. Moenning is a Past President and Chairman of the National Association of Active Investment Managers (NAAIM). 

author Image David Moenning David Moenning has had a long investment career starting in 1980 that included independent money management, a partner in a private money management firm and founded his own firm, Heritage Capital Management. Moenning is a Past President and Chairman of the National Association of Active Investment Managers (NAAIM). 


Recent Articles