Moreno Capital announced the launch of its enhanced investment services, combining Strategic Asset Allocation and Late-Stage Venture Capital to serve high-net-worth and ultra-high-net-worth individuals seeking to navigate market volatility while seizing high-growth opportunities.
The announcement comes as global markets experience significant shifts, with the number of ultra-high-net-worth individuals (UHNWIs) rising 4.2% in 2023 to 626,619, according to the latest Wealth Report.
Moreno Capital’s Strategic Asset Allocation service offers customized, risk-adjusted portfolios that integrate equities, alternative investments, and selective fixed income to balance growth and stability. The firm employs a research-driven approach to craft strategies tailored to each client’s financial goals, ensuring resilience in dynamic markets.
Complementing this, Moreno Capital’s Late-Stage Venture Capital service provides exclusive access to high-potential private companies nearing initial public offerings (IPOs) or acquisitions. Leveraging partnerships with Charles Schwab for account transparency and Sydecar for seamless deal execution, the firm connects clients with mature companies poised for significant value creation.
“Today’s investment landscape demands a blend of stability and bold opportunity,” said Baltazar Moreno, managing partner at Moreno Capital. “Our Strategic Asset Allocation service builds diversified portfolios that stand the test of time, while our Late-Stage Venture Capital offerings unlock exclusive access to private companies on the cusp of transformative growth.”
Moreno Capital’s Strategic Asset Allocation includes comprehensive portfolio analysis, personalized risk assessments, and ongoing strategy adjustments to adapt to market changes. Clients receive quarterly performance reports and direct access to the firm’s investment professionals, ensuring transparency and tailored support.
The Late-Stage Venture Capital service stands out for its focus on exclusive deal flow. “Our industry network allows us to source investments in companies that are not widely available, giving our clients a unique edge in the private market,” Moreno explained. “These are firms with proven business models, ready to deliver substantial returns as they approach IPOs or acquisitions.”
The enhanced services will be available to qualified investors starting May 1, 2025. The improving interest rate outlook, robust U.S. economic performance, and strong equity markets create a favorable environment for wealth creation, making Moreno Capital’s offerings particularly timely.
“We’re not just managing wealth; we’re creating opportunities for our clients to thrive in both public and private markets,” Moreno shared. “Our Late-Stage Venture Capital service, in particular, empowers clients to invest in the next wave of market leaders before they go public.”
Visit the Moreno Capital website to learn more about these services.
