Larkspur, CA Office

Mirador Capital Partners advises individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and small businesses, providing comprehensive portfolio management, financial planning, and plan‑sponsor retirement consulting. The firm also sponsors private investment funds and offers estate‑planning and standalone consulting services.

The firm’s investment process emphasizes top‑down fundamental analysis with technical analysis used for support, and it implements multiple proprietary strategies—including global asset allocation, tactical and aggressive growth sleeves, a dividend‑oriented income strategy, an ETF portfolio, a local Tri‑Valley index implementation, and a held‑to‑maturity fixed‑income ladder. Accounts are managed on a discretionary basis with periodic (at least quarterly) reviews, and strategies may include alternatives, inverse ETFs, and cryptocurrency products where deemed appropriate.

Distinctive features disclosed in the firm’s brochure include the availability of performance‑based fees for qualified clients and affiliations with GP entities and an affiliated adviser that manage private funds, which the firm notes and discloses as potential conflicts of interest. The ADV also identifies dual roles for its representatives (as broker‑dealer registered reps and licensed insurance and real‑estate/mortgage professionals) and states the firm uses client testimonials in its advertising; the brochure describes oversight and disclosure practices tied to these arrangements.