Financial-services firms arent expected to win coveted awards in their third year of business, especially when up against an 80-year-old institution with nearly $2 trillion in client assets. But this didnt stop Mirador, LLC from winning the 2019 award for Best Reporting Solution last Thursday at the prestigious Private Asset Management (PAM) Awards ceremony in New York.
Mirador is the leading provider of bespoke portfolio-performance reporting solutions for high net-worth families, family offices, and wealth management firms.
Im honored and thrilled, said Mirador Founder Joseph Larizza, an alumnus of Credit Suisse, Goldman Sachs, and Deutsche Asset Management. Larizzas inspiration for Mirador came from his work at Fieldpoint Private, a wealth management firm and bank for high net-worth families, where he served as Chief Administrative Officer heading the Information Technology and Operations departments.
Since our founding, Mirador has been transforming high net-worth financial reporting from a technological headache into a simplified service offering.
Headache would be putting it mildly, especially by one whose clients represent more than $30 billion in wealth allocated to a wide array of investment products held by numerous financial institutions often in complex ownership structures. Mirador is the only firm built not just to eliminate these headaches but to make world-class financial reporting easy and convenient for high net-worth individuals and the firms who service them.
Our clients and our technology partners, who are also innovators in the wealth management industry, understand the value of our concierge-level service offering, said Larizza. This award only validates their confidence.
The Private Asset Management Awards, sponsored by Fund Intelligence, recognize the top industry professionals in the private asset management space and their accomplishments over the previous year.
Mirador, LLC is the leading provider of bespoke portfolio performance reporting solutions for high net-worth families, family offices, wealth management firms, endowments and foundations. In partnership with pre-eminent data providers in the wealth management space, Mirador implements and/or operates the technology suite which is best suited for client needs and provides them with the fully customized reporting solutions they define. For more information about Mirador, please visit https://www.miradorllc.com/.