| Retail Investors Valdés & Moreno can help retail investors craft portfolios that include municipal, corporate, and U.S. government bonds as well as equities, exchange-traded funds, mutual funds, and options. Valdés & Moreno’s goal is to bring retail investors as close to the natural seller as possible. In plain English, that means we work to eliminate the middlemen that prevent average investors from getting the best prices for their securities. As an underwriter of municipal securities, we are able to offer investors new issues, which allow retail investors to buy at a price close to the issuer’s original cost. In addition, our firm searches the secondary municipal bond market for bonds issued with characteristics our investors find valuable. We look for bonds supporting projects and entities familiar to our customers, in our community, with maturities and characteristics that meet their investment needs. Further, we are a lean and mean shop that doesn’t charge you for frills. Our small, casual offices are located in the historic Kansas City Livestock Exchange Building, the former headquarters of the Kansas City Stockyards Company. Come in and we’ll show you the trading board where pork belly and beef prices were posted when the stockyards were the bustling center of Kansas City commerce. Or visit our extended office location in Parkville, MO just up the hill from Historic English Landing on the Missouri River. We may be old-fashioned, but we believe relationships should start with face-to-face meetings. We look forward to meeting with you to learn more about your financial needs and explain the differences you’ll experience working with Valdés & Moreno. |
