Miramontes Capital

Miramontes Capital With consistent review of your finances via phone conferences and one-on- one meetings, educational Miramontes Capital is a Registered Investment Adviser.

At Miramontes Capital, we pride ourselves in providing our clients with a first-class and customized service experience to best suit their retirement objectives. Miramontes Capital is an independent registered investment advisor (RIA) founded with the mission to always guide, lead and support clients to achieve their meaningful life objectives. With over 21 years of experience, Sid Miramontes and

his team are equipped to guide you through all aspects of your financial planning. Advisory services are only offered to clients or prospective clients where Miramontes Capital and its representatives are properly licensed or exempt from licensure. This page is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Miramontes Capital unless a client service agreement is in place.

Miramontes Capital is honored to assist the Veterans Legal Institute with their worthy and important contributions to th...
10/31/2023

Miramontes Capital is honored to assist the Veterans Legal Institute with their worthy and important contributions to the welfare of all of nation's Veterans!

09/28/2023

Is a recession inevitable? And what could that mean for your portfolio? Spoiler: It's not all bad news.

08/31/2023

Everyone makes mistakes. Sid's take is to dwell less on the how and more about moving on quickly...

08/08/2023

Not every opportunity is a good one. Here are Sid's suggestions for telling the difference between promising opportunities and opportunities that just promise.

08/02/2023

Here's how Sid handles difficult situations. How do you deal with your own?

Who was your best boss?
07/20/2023

Who was your best boss?

This is "BizMinute Best Boss" by Miramontes Capital on Vimeo, the home for high quality videos and the people who love them.

06/22/2023

Here’s the first in a series of brief videos featuring our president, Sid Miramontes, touching on some of the ideas, people, places, and events that have illuminated and inspired his career in finance. Hope you enjoy!

FINAL POWER BREAKFAST FOR 2022! If you're a client of Miramontes Capital and haven't RSVP'd to one of our Power Breakfas...
08/16/2022

FINAL POWER BREAKFAST FOR 2022! If you're a client of Miramontes Capital and haven't RSVP'd to one of our Power Breakfasts, there's still time to RSVP to our events in Santa Clarita this Thursday, August 18. Send us a message or reach out to your advisor and let them know that you want to attend and who you'd like to bring. Hope to see you there!

ONLY TWO EVENTS LEFT! If you're a client of Miramontes Capital and haven't RSVP'd to one of our Power Breakfasts, there'...
08/08/2022

ONLY TWO EVENTS LEFT! If you're a client of Miramontes Capital and haven't RSVP'd to one of our Power Breakfasts, there's still time to RSVP to our events in Tustin this Thursday (Aug 11) and Santa Clarita on August 18. Send us a message or reach out to your advisor and let them know when and where you would like to attend and who you'd like to bring. Hope to see you at one of them!

HOT OFF THE PRESS! Get our FREE recession investment guide, 4 Steps to Escape Portfolio Panic (+2 Ugly Mistakes to Avoid...
08/04/2022

HOT OFF THE PRESS! Get our FREE recession investment guide, 4 Steps to Escape Portfolio Panic (+2 Ugly Mistakes to Avoid at All Costs). Just how exposed are you? This easy-to-read, no-nonsense guide is designed for investors who need a personal strategy to seize the opportunities hiding in the next recession and prevent expensive fear-induced investment errors. Just message us with your email and it's yours!

Address

4701 Teller Avenue
Newport Beach, CA
92660

Opening Hours

Monday 7:30am - 5:30pm
Tuesday 7:30am - 5:30pm
Wednesday 7:30am - 5:30pm
Thursday 7:30am - 5:30pm
Friday 7:30am - 5:30pm

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