About

Mission and Values

The mission of Myriad Capital is to provide each of our private clients with independent, unbiased sound advice, excellent communication, and unparalleled service while acting in their sole and best interests at all times.

We strive for first-class service, exceptional advice, and an open-architecture investment platform at a competitive price. As a client of Myriad Capital, you will enjoy knowing you are receiving the best innovative financial strategies and wealth solutions for you and your family.

Our core values are based on the principles of trust and integrity. Making strong long-term commitments to our clients and building life-long relationships are the tenets of success at Myriad Capital.

Our success is not built on what we accomplish for ourselves; rather its foundation lies in what we do for others.

This is not only the mission of Myriad Capital, but also our promise to ourselves and our clients.

Why Myriad Capital

Open Architecture & Centralized Investment Platform

As independent advisors, we do not have any proprietary products and we are truly able to do what is best for you.

Exceptional Personal Service

We create strategies that are tailored to your needs and goals.

Core values

Trust. Integrity. Relationships. We believe values matter, and we live by ours every day.

Our Process

Discovery

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.

Strategy

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.

Implementation

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Monitoring and Adjusting

We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments.