We invest in the same
strategies as you.

The Mirador Longview Strategy was created in 1997. It uses a global asset allocation strategy to own stocks, bonds, cash, currency, and commodities. This portfolio is positioned to benefit when markets decline, and shorts indices to achieve that goal. The portfolio’s emphasis on risk-adjusted returns through market cycles helps avoid permanent capital loss. This portfolio can hold 10-15% ETFs and/or mutual funds where appropriate.

The strategy is not constrained by size, industry, or asset class. As a result, we can move client funds to areas that offer the greatest opportunity based on prevailing market conditions.

Based on the investment opportunities identified within our community, Mirador launched the Mirador Tri-Valley Index (MTVX), a composite comprised of the publicly traded companies located within the immediate Tri-Valley. Mirador offers an investable implementation of this index through Mirador Tri-Valley Strategy (MTVS).

Mirador’s deep network within Pleasanton has provided unique insight into the tremendous growth opportunity in the local area. Increasingly, companies are choosing to locate within the Tri-Valley due to its talent base, innovative community, attractive location, and relative cost. MTVS is intended to provide a diversified exposure to the investable opportunity set within the region as well as an avenue for investors to support and participate in local businesses.

Mirador’s most aggressive approach seeks to invest in deeply undervalued assets with significant upside that we feel will be realized through earnings growth, improved capital utilization, or a market revaluation. Our proprietary, rules-based methodology ranks all assets against others, with the desired outcome of capturing the strongest assets at any given point in time.

As with any aggressive style, individual ideas may not perform. We attempt to mitigate this through our rigorous research process and appropriate diversification, and by investing only in high-conviction ideas believed to offer a substantial margin of safety. The portfolio may hold cash or more concentrated positions when appropriate opportunities have not been identified. Relative to other strategies, the portfolio may have higher turnover and should be avoided in taxable accounts or by investors who prefer longer holding periods. We only recommend this strategy for investors with experience, a strong tolerance for turnover and volatility, and a flexible investment horizon.

The MTS portfolio invests in domestic and international equities and closed-end funds frequently trading at a discount to their Net Asset Value. The portfolio can focus on short-term opportunities. Due to higher concentrations of positions, the portfolio will likely experience more volatility than our diversified portfolios.

We will look for high conviction, out-of-consensus analyst calls or tactical situations that can produce short-term gains. The stated targets return equal to the S&P 500, with more income generation and somewhat less volatility.

With the MIOS, Mirador screens for companies with high current dividends. Mirador also looks for companies with the track record and ability to raise their dividends. The strategy is managed for long-term capital gains and growth in income. The portfolio is diversified within the 10 sectors of the S&P 500 and also includes global dividend payers. It is designed to complement Mirador’s other strategies and enhance income for any client who seeks greater cash return from their investments.

This portfolio opportunistically adds to equities in sectors that are out of favor in the business cycle, while fundamentally sound, and expected to rise.

Mirador created its Fixed Income Strategy to provide a practical implementation for individual clients seeking to access a true held-to-maturity bond portfolio. Traditional bond funds are often required to sell bonds prior to maturity, which risks the loss of principal when interest rates rise.

The laddered securities within MFIS have fixed terms and are generally held to maturity, at which time they are “rolled over” into newer issuances. We believe that MFIS offers individuals access to a diversified bond portfolio while maintaining the characteristics of its underlying securities.

We recognize and respect that our clients’ investment decisions should reflect their values. Investing for impact is a powerful method of conveying those values to the investment community. MSRS uses equities, bonds, preferred stocks, and ETFs to invest with socially responsible preference.

All investments in the strategy consist of companies with responsible environmental, social and governance (ESG) affiliations that are listed in the Calvert Social Index. The strategy focuses on tax efficiency and may implement hedging strategies when appropriate.

The METF Strategy is a solution we implement for lower balance accounts that are not able to have a full weighting in MLS. METF uses exchange traded funds (ETFs) of various sizes and compositions that we think appropriately mirror the Mirador Longview Strategy.