Client Experience
Maybe you’re coming to us for advice around managing the increasing complexity of your financial life, contemplating a sale of your business, diversifying an outsized position in your company’s stock, or in the interest of making sure your investment plan is setting you up for success. Regardless, we promise to provide the security and expertise that we would deliver to our own families.
Understood
We get to know you and your family so we can better understand your immediate needs and lifetime goals. Trust is built in the way we serve, respond and react to your needs. Meet our exceptional team.
Prepared
Nobody wants surprises when it comes to their investments or financial plan. We proactively search for new opportunities or possible landmines to help you feel prepared for what lies ahead. See our services.
Nimble
As a Mirador Client, you won't be trapped in high-fee mutual funds. We primarily use individual securities to allow us to actively manage your exposure based on the market environment and your goals. See our innovative strategies.
Richer
Mirador wants to deliver more than returns. We address the pressures and worry that money can cause, so you can experience a more simple, fun and profitable life. Stay informed with the Mirador Capital blog.
Secure
As a Mirador client, you can feel secure in knowing that our key technology partners (Charles Schwab & Abacus Group, LLC) employ the most advanced Identity Protection and Cyber Security measures available.
Connected
Through videos, educational blogs, quarterly letters, emails, texts and calls, we’re in regular communication with you. Through our software platforms Black Diamond and MoneyGuide Pro, you have instant access to your dynamic financial plan and transparent performance reporting.