Investment Management & Financial Planning
For Future Minded People
PLAN THOUGHTFULLY • INVEST INTENTIONALLY • CREATE CONFIDENCE
Investment Management & Financial Planning
For Future Minded People
PLAN THOUGHTFULLY • INVEST INTENTIONALLY • CREATE CONFIDENCE
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
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
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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