Moreno Capital Advisors

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Understanding your financial journey

Moreno Capital, we believe that the key to successful financial planning is understanding each client’s unique needs and aspirations. Our personal financial advisors are dedicated to developing an in-depth understanding of your financial situation, goals and requirements. This personalized approach allows us to recommend investment products and strategies that align perfectly with your objectives, ensuring that every decision we make is made specifically for you.

Our Approach

At Moreno Capital, we take a strategic, data-driven, and client-centric approach to investing. Our methodology is built on four core principles:
• Renowned Expertise – Through our extensive network of contacts, strategic partnerships (including Sydecar), and substantial experience in venture capital deals, we provide clients with access to high-quality investment opportunities.
• Client-First Philosophy – Every portfolio and investment strategy is designed with the client’s long-term financial success in mind.
• Exclusive Market Access – Through our well-established industry relationships, we provide clients with opportunities that are typically inaccessible to retail investors.
• Risk Management and Diversification – We employ advanced risk mitigation tools, including hedging strategies and sector diversification, to optimize performance across market cycles.
Transparency is at the core of our operations. Through our partnership with Charles Schwab, clients have full access to their accounts, investment reports, and portfolio performance in real-time. Using Schwab’s robust platform, they can track their wealth, review financial statements, and monitor market movements 24/7, ensuring complete visibility and control over their investments.

Investment Disclosures and Advisory Information

Moreno Capital clarifies that it does not offer legal, tax, or accounting advice, except as part of specific agreements within its Wealth Management services. U.S. tax-related information provided is not for tax evasion, and clients can freely share tax details of their transactions, adhering to securities law. Investors are advised to consult personal tax advisors, as tax laws and investment values are subject to change. Separately Managed Accounts (SMAs) require a minimum investment, with certain waivers possible, and details are subject to change. Investments, especially in fixed-income securities and high-yield bonds, involve risks like interest rate changes and issuer default, and may result in a loss of original investment. The material provided is for informational purposes and should not be considered investment advice. ESG strategies have unique risks, potentially leading to performance divergence.

 

We are proud to partner with Manhattan Venture Partners (MVP), providing our clients exclusive access to premier private market opportunities, including MVP All-Star Fund V (MVP ASV), featuring top-tier companies like xAI, Figure AI, Anthropic AI, Epic Games, Klarna, Kodiak Robotics, Groq, and Epirus.

Why Choose Moreno Capital?

• Tailored Investment Strategies: Every financial plan is customized to align with each client’s unique financial objectives.
• Access to Exclusive Opportunities: Our direct connections in the venture capital sector allow us to secure elite investment deals.
• Expert Portfolio Management: With a combination of active asset allocation and proven risk management techniques, we position our clients for sustainable financial success.
At Moreno Capital, we don’t just manage wealth, we build financial futures.

General Disclosure

 Moreno Capital does not provide legal, tax, or accounting advice, unless explicitly agreed upon between you and Moreno Capital (typically through certain services offered only to clients of our Wealth Management division).
Any statement in this document regarding U.S. tax matters is not intended or written for use in avoiding penalties imposed on taxpayers. Despite anything in this document suggesting otherwise, except where required for compliance with securities law, you may share with anyone the U.S. federal and state income tax treatment and structure of the transaction, along with all related materials (including tax opinions and analyses) provided to you,
without any restriction imposed by Moreno Capital.

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Investors should understand that determining tax consequences must consider their personal circumstances. Tax laws may change, either in the future or retroactively, and investors are strongly advised to consult with their own tax advisors regarding any potential strategies, investments, or transactions. Past performance is not indicative of future results, which may vary. The value of investments and the income from them can fluctuate, potentially resulting in a loss of principal. 

A separately managed account (SMA) is a portfolio of actively managed individual securities, customizable for each investor’s objectives. SMAs typically require a minimum investment of $250,000 for equity and fixed income strategies, though this minimum can vary by program and may change. Minimums may be waived based on factors such as client type, asset class, existing client relationships, and others. Some accounts may have a negotiated minimum annual fee. Consult your financial professional for applicable minimums and specific product availability. This information is subject to change without notice, and we may close or reopen strategies at any time.

Risk Considerations: Investments in fixed-income securities involve credit and interest rate risks. Bond prices inversely correlate with interest rate changes, meaning that a general increase in interest rates can decrease bond prices. Credit risk is the risk of issuer default on interest and principal payments. This risk is heightened in investments in high yield bonds, or “junk bonds,” which have lower ratings and greater volatility. All fixed income investments may be worth less than their original cost upon redemption or maturity.

This material does not constitute an offer or solicitation in any jurisdiction where, or to any person to whom, it would be unauthorized or unlawful. Prospective investors should inform themselves about legal, taxation, and exchange control regulations relevant to their citizenship, residence, or domicile. This material is for informational purposes only and should not be construed as investment advice or an offer or solicitation to buy or sell securities. Investment strategies depend on each client’s individual objectives, and there is no guarantee that these objectives will be met.

Environmental, Social, and Governance (ESG) strategies have unique risks, including the elimination of exposures found in other strategies or market benchmarks, potentially leading to divergent.