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Who We Serve

& Foundations

Mirador equips directors with what they need to fulfill their fiduciary duty: a comprehensive, real-time view of all assets to identify opportunities and expose financial risks.

Here’s how our duty of care, supports your duty of care.

If you belong to the investment committee of a foundation or endowment, you’re an accountable volunteer – a volunteer with a duty to provide sound governance. The work comes with challenges. Chief among them: orchestrating multiple investment mandates to maximize performance without introducing undue risk and consistently measuring both performance and risk across the entire portfolio without a full cadre of tools and support staff.

How do you find a
consolidated view
of performance?

Why should I have
this service?

Mirador experts
embedded in
your team.

This is why an engagement with Mirador will earn you a data technologist, not “on call” but embedded. Adept at managing data and capable of spotting inconsistencies, seeing opportunities, and identifying risks buried in financial data, they’ll free you and your staff to focus on managing your clients, not your data. In addition, we can operate as your virtual outsourced COO or CTO, to help you offer your customers an edge your competitors can’t.

We are built to do this work.

Unlike large multi-offering firms where reporting is an ancillary or a consulting service that configures your system and leaves, we’ll be with you every step of the way – making sure the data is right while continually refining your reports to yield new insights. We are equipped to answer any and all questions to identify and resolve inconsistencies.

Mirador offers best-of-breed financial reporting services for U/HNW investment portfolios. We create insightful, consolidated, real-time views of all assets and liabilities – what they are, who holds them, how ownership is divided, how they’re invested, and how they’re performing – strategically constructed to identify opportunities and expose financial risks.