The Valued Advisor Fund (VAF) is a National Community Development entity with a principle vision of providing investments and services that provide for long-term sustainable growth in our nation’s disadvantaged communities. Our current focus is primarily in the South-eastern geography of the United States, including Puerto Rico. VAF emphasizes leveraged funding for projects of $4 million and greater that provide high quality and accessible job creation and retention, along with access to fresh and healthy foods and vital community services, such as workforce training and healthcare.
The Valued Advisor Fund provides Financial Counseling and Other Services (FCOS) to businesses, not-for-profits and other commercial entities with a goal toward supporting long-term economic engines for the community served.
VAF also provides direct services to CDFIs and Community Development Entities in the form of support for compliance and loan servicing needs related to NMTCs and other community development programs. VAF also provides community impact analysis, such as initial and stabilized assessments of projects to aid in the understanding of impacts anticipated and impacts achieved.
The Valued Advisor Fund board and committee members demonstrate their commitment to communities by serving on local and national boards, and being active industry association members.
In accordance with federal law and U. S. Department of the Treasury policy, this institution is prohibited from discriminating on the basis of race, color, national origin, sex, age or disability. To file a complaint of discrimination, write to Department of the Treasury, Office of Civil Rights and Diversity, 1500 Pennsylvania Avenue, NW, Washington, D. C. 20220 or call (202) 622-1160.
Valued Advisor Fund is an Equal Opportunity provider