A complete list of active advisors currently associated with Mirador Capital Partners
Warmer can help you find a great advisor at Mirador Capital Partners or one who fits your needs even better.
Mirador Capital Partners is a team-based registered investment adviser managing roughly $934 million for individuals, high‑net‑worth clients, trusts, retirement plans and small businesses. The firm offers comprehensive portfolio management, standalone financial planning and consulting, estate‑planning coordination, and plan‑sponsor retirement consulting, and also facilitates client access to private fund investments through affiliated sponsors. The firm’s investment process combines top‑down fundamental analysis with technical analysis as a complement and implements a range of discrete asset‑allocation models — including long‑view, tactical, aggressive growth, income, ETF‑based and fixed‑income ladder strategies — on a discretionary basis with regular reviews, rebalancing and optional tax‑loss harvesting. Its programs can include alternative investments, inverse and leveraged ETF exposures, and selective allocations to private funds for accredited investors. Notable distinctions relative to many peers include its use of performance‑based fee arrangements for certain qualified clients (subject to hurdle and high‑water mark provisions) and formal affiliations with private‑fund sponsors and a related registered adviser that manages those funds; the ADV discloses the resulting conflicts and also notes that advisory fees may be waived for client assets invested in affiliated funds. The firm has also developed a regionally focused Tri‑Valley index and offers an investable implementation of that index, reflecting a localized research emphasis alongside its broader tactical offerings.
To learn more about the advisors currently working at Mirador Capital Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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