Mirador Capital Partners, an investment management firm serving individuals, families and businesses, has hired Sanctuary Wealth Services to support its new business.
Mirador Capital Partners provides wealth management services, including a family of investment portfolios that includes the flagship Garman Global Growth & Income portfolio launched in 1980. Mirador works with clients who are saving for retirement, planning for education, growing a business, transferring wealth across generations, and building a legacy through philanthropy.
Sanctuary will support Mirador with strategic business, operational, compliance and marketing support. Mirador has chosen Charles Schwab as its primary custodian.
Mirador’s founder is Don Garman, who has 21 years of investment management experience. Joining him is Jason Pfannenstiel, who has 10 years of investment management experience, Carol Wikle, who has 14 years of investment management experience, Dan Murray, who has 18 years of investment management experience, and Audrey Glafkides who has more than 25 years of industry experience. All five worked together at Morgan Stanley prior to Mirador.
“Mirador Capital Partners is a closely held business run by family members and long-time associates who can now offer our clients all the advantages of being an independent firm,” says Garman. “As the wealth management industry continues to evolve, we recognised that working with the team at Sanctuary was the best way to serve our clients and maintain control over our business.”
Jeff Spears (pictured), chief executive of Sanctuary Wealth Services, says: “Mirador and Sanctuary share the same values and vision for our industry. We’re thrilled to welcome Mirador to the Sanctuary network, which now has six firms with 18 senior advisors.”
