Professional Investment Management
& Advisory Services
WELCOME TO
MITCHELL CAPITAL
MANAGEMENT
Welcome to Mitchell Capital Management. We are an investment management firm that works with high net-worth individuals, families, foundations, endowments, pension and profit-sharing plans, and trusts and estates. We are employee-owned, our team has many years of experience in financial services and we have been a fiduciary since our inception in 1987. We construct portfolios of individual securities to meet the unique needs of our clients. We believe it’s up to us to offer our clients clear vision in a volatile world.
WELCOME TO
MITCHELL CAPITAL
MANAGEMENT
Welcome to Mitchell Capital Management. We are an investment management firm that works with individuals, families, foundations, endowments, bank trust departments and other institutional clients. We are employee-owned, our team has many years of experience in financial services and we have been a fiduciary since 1987, which means we put client interests before ours. We specialize in separately managed accounts and pride ourselves in being active investment managers. We believe it’s up to us to offer our clients clear vision in a volatile world.
SECURITY ANALYSTS
We do our own rigorous fundamental analysis on individual stocks and bonds
PROCESS DRIVEN
We employ a systematic and repeatable operation to make investment decisions
CREDENTIALED
We are credentialed with Chartered Financial Analysts and Certified Financial Planners on your team
GIPS COMPLIANT FIDUCIARY
Our performance results are prepared in accordance with the Global Investment Performance Standards, a worldwide standard of performance reporting created and maintained by the CFA Institute
PAID ONE WAY
We earn our revenue as a percent of assets under management. We do not earn any commission revenue on product sales.
EMPLOYEE OWNED
Employee ownership has broadened and are represented by second and third generation owners.
SECURITY ANALYSTS
We do our own rigorous fundamental analysis on individual stocks and bonds
PROCESS DRIVEN
We employ a systematic and repeatable operation to make investment decisions
CREDENTIALED
We are credentialed with Chartered Financial Analysts and Certified Financial Planners on your team
GIPS COMPLIANT FIDUCIARY
Our performance results are prepared in accordance with the Global Investment Performance Standards, a worldwide standard of performance reporting created and maintained by the CFA Institute
WE ARE ACTIVE INVESTMENT MANAGERS
We are active investment managers and believe owning strong companies increases the odds of reaching your goals
PAID ONE WAY
We earn our revenue as a percent of assets under management. We do not earn any commission revenue on product sales.
EMPLOYEE OWNED
Employee ownership has broadened and are represented by second and third generation owners.
SERVICES
OUR APPROACH IS
WHAT SETS US APART
Our approach at Mitchell Capital Management, and our team of experienced investment managers, is what sets us apart from other advisory firms. We sell services, not products. We build and manage portfolios and answer the questions that arise along the way. We prioritize relationships with our clients. Through a more personal approach, we create a portfolio that is accountable for your circumstances. By meeting with you quarterly, we work towards consistent results together, ensuring your investments are on track for the financial goals ahead of you.
At Mitchell Capital, we prioritize our relationships with our clients. To us it is about more than your portfolio. It’s about your priorities and your goals.
At Mitchell Capital, we prioritize our relationships with our clients. To us it is about more than your portfolio. It’s about your priorities and your goals.
OUR TEAM
EXPERIENCED AND CREDENTIALED
At Mitchell Capital Management, your financial goals and investment portfolios are in knowledgeable hands. We take our role as your financial advisor seriously, treating your information confidentially, and valuing the trust clients place in the services we deliver. Portfolio managers are your relationship managers and service standards are high.
OUR TEAM
EXPERIENCED AND CREDENTIALED
At Mitchell Capital Management, your financial goals and investment portfolios are in knowledgeable hands. We take our role as your financial advisor seriously, treating your information confidentially, and valuing the trust clients place in the services we deliver. Portfolio managers are your relationship managers and service standards are high.
