Valdés & Moreno, Inc. specializes in helping accredited investors who are seeking qualified emerging managers in the private equity niche spaces of impact and socially responsible investing, emerging manager investments programs, clean technology, and CRA.  Not only does the firm help accredited investors in selecting investment managers, it helps in screening investments for investor specific eligibility.  On the flip side, through its financial advisory and private placement services, the firm helps investment managers, often women and minorities, in raising capital.  The firm believes this type of funding, which can be difficult for many investment managers to obtain on their own, provides a catalyst to support affordable housing initiatives and small business growth that enhances job creation in areas where it is most needed.

Meet Our Team




Valdés & Moreno
6300 N. Revere Drive,
Suite 110

Kansas City, MO 64151

 Nationwide   (800) 279-7200
Kansas City Area   (816) 221-6700
Private Equity Placements   (202) 429-6825

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