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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.

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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.

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Newest Blog Posts

5 Great Reason to Consider a Roth Conversion in 2019

By | April 8th, 2019|Categories: Blog, Financial Planning|Tags: , , , , |

You are constantly reminded to save for retirement.  But you are told precious little about ‘where’ to put your savings.  Most of you started saving in your IRA or your 401k by setting aside pre-tax [...]

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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.

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