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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.

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.

THE DIFFERENCE

THIS IS WHAT MAKES US DIFFERENT

WE ARE EMPLOYEE-OWNED

We are employee-owned with 7 owners among our 13 team members

WE ARE A FIDUCIARY

We have been a fiduciary since 1987 which means we must put your interests ahead of ours

WE ARE CREDENTIALED

We are credentialed with Chartered Financial Analysts and Certified Financial Planners on your team

Learn More

WE ARE ACTIVE INVESTMENT MANAGERS

We are active investment managers and believe owning strong companies increases the odds of reaching your goals

WE ARE GIPS COMPLIANT

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.  Our compliance is verified annually by an independent third-party

WE ARE ONLY PAID ONE WAY

We earn our revenue as a percent of assets under management. We do not earn any commission revenue on product sales.

THE DIFFERENCE

THIS IS WHAT MAKES US DIFFERENT

WE ARE EMPLOYEE-OWNED

We are employee-owned with 7 owners among our 13 team members

WE ARE CREDENTIALED

We are credentialed with Chartered Financial Analysts and Certified Financial Planners on your team

Learn More

WE ARE GIPS COMPLIANT

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.  Our compliance is verified annually by an independent third-party

WE ARE A FIDUCIARY

We have been a fiduciary since 1987 which means we must put your interests ahead of ours

WE ARE ACTIVE INVESTMENT MANAGERS

We are active investment managers and believe owning strong companies increases the odds of reaching your goals

WE ARE ONLY PAID ONE WAY

We earn our revenue as a percent of assets under management. We do not earn any commission revenue on product sales.

SERVICES

OUR APPROACH IS WHAT SETS US APART

Our approach at Mitchell Capital Management, and our team of experienced financial advisors, is what sets us apart from other investment management firms. At Mitchell Capital, we prioritize our relationships with our clients. To us it is about more than your portfolio. It’s about your life, your family, your priorities and your goals. Through our more personal approach, we are able to create a customized portfolio designed for you and your circumstances. By meeting with you quarterly, we are able to work towards consistent results together, ensuring your financial planning and investments are on track for the individual challenges and financial goals unique to you.

INVESTMENT
MANAGEMENT

We place your objectives first. As fiduciaries we are legally required to do so, but it also happens to be the right way. We are as transparent as possible. You will know exactly how much you are paying and what you receive in return. And we only get paid on assets under management; no referral fees or commissions of any kind.

FINANCIAL
PLANNING

Your career and retirement could last a long time. Financial success will depend on the ability to grow your savings while working, and wisely stewarding your resources after retirement. It is important to make good choices in managing your wealth to your greatest benefit.

SERVICES

OUR APPROACH IS WHAT SETS US APART

Our approach at Mitchell Capital Management, and to our team of experienced financial advisors, is what sets us apart from other investment management firms. At Mitchell Capital, we prioritize our relationships with our clients. To us it is about more than your portfolio. It’s about your life, your family, your priorities and your goals. Through our more personal approach, we are able to create a customized portfolio designed for you and your circumstances. By meeting with you quarterly, we are able to work towards consistent results together, ensuring your financial planning and investments are on track for the individual challenges and financial goals unique to you.

INVESTMENT
MANAGEMENT

We place your objectives first. As fiduciaries we are legally required to do so, but it also happens to be the right way. We are as transparent as possible. You will know exactly how much you are paying and what you receive in return. And we only get paid on assets under management; no referral fees or commissions of any kind.

FINANCIAL
PLANNING

Your career and retirement could last a long time. Financial success will depend on the ability to grow your savings while working, and wisely stewarding your resources after retirement. It is important to make good choices in managing your wealth to your greatest benefit.

At Mitchell Capital, we prioritize our relationships with our clients. To us it is about more than your portfolio. It’s about your life, your family, 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 life, your family, your priorities and your goals.

OUR TEAM

WE ARE ONLY SUCCESSFUL IF YOU ARE SUCCESSFUL

At Mitchell Capital Management, your financial goals and investment portfolios are in experienced hands. We take our role as your financial advisor seriously and value the trust clients place in the attention and service we deliver. Your personal relationship manager is an owner of the firm. We are only paid one way, as a percent of assets under management. At Mitchell Capital Management, we believe in being transparent and honest, because we are only successful if you are successful.

OUR TEAM

WE ARE ONLY SUCCESSFUL IF YOU ARE SUCCESSFUL

At Mitchell Capital Management, your financial goals and investment portfolios are in experienced hands. We take our role as your financial advisor seriously and value the trust clients place in the attention and service we deliver. Your personal relationship manager is an owner of the firm. We are only paid one way, as a percent of assets under management. At Mitchell Capital Management, we believe in being transparent and honest, because we are only successful if you are successful.

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