Mirador helps local organizations grow their reserves, manage their retirement plans, and protect the funds that power their work in the community

If you’re looking for experts to advise your investment committee or provide a second opinion on your existing plan, we can help. Mirador is proud to manage investments for a number of local endowments and defined contribution plans.

Performance and referrals furnished upon request.

Here are the questions we’re frequently asked:

Strategy

“How do we create an Investment Policy Statement (IPS) that reflects our mission?”

“Is our current portfolio aligned with our organization’s long-term goals?”

“How can we balance our need for current income with the need for future growth?”

Protection

“How do we ensure we are meeting our fiduciary responsibilities as a board?”

“Are our retirement plan fees competitive and transparent?”

“How can we minimize risk while still maintaining our target returns?”

The Future

“Will our endowment be able to support our organization 20 years from now?”

“How can we make it easier for donors to contribute complex assets like stock or real estate?”

“What is the best way to report our financial progress to our board and stakeholders?”