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Active investment management you can trust.

Investment Over
Speculation

We invest in companies with sustainable earnings, strong management and market position.

Outwardly
Client Focused

Strong relationships along with client goals/interest come first.

Independent
Fiduciary Views

We offer our clients clear vision in a volatile world.

We Specialize in Separately Managed Accounts

Transparency

We believe you should know what’s in your portfolio – and more importantly, why.

Customization

We believe the more flexibility and control you have to customize, the better.

Diversification

We believe you should have a diversified portfolio as it fits your situation.

Newest Blog Posts

The 6 Advantages of a Separately Managed Account

August 7th, 2020|Categories: Financial Planning, Investment Management|

For many investors, the only investment vehicles they have been exposed to are mutual funds and exchange-traded funds. Those seeking another option can consider the benefits available in a separately managed account (SMA) to reach [...]

About Mitchell Capital

We are local, nimble, and relationship-centered.

As a private, employee-owned investment management firm, we prioritize our relationships with our clients. We meet with you quarterly to educate and optimize, as together we work towards consistent results.