WHO WE ARE
We provide investment management services to high-net-worth individuals, foundations, endowments, pension and profit-sharing plans, and trusts and estates.
We utilize the same proprietary investment process from the firm’s founding in 1987. Our fundamental research-driven discipline informs our decision-making. We construct portfolios of stocks and bonds to perform in an ever-changing market and economic environment.
As a local, employee-owned company our charitable decisions provide a more direct impact in our home city. Team members are encouraged to support organizations that contribute positively to the shared community and include organizations such as:
Boy Scouts of America
Leawood Rotary
Leawood Chamber of Commerce
Leawood Lions
St. Thomas More Catholic School
Metropolitan Lutheran Ministries
Harvesters
Rose Brooks
In addition, as a local, employee-owned company our charitable decisions provide a more direct impact in our home city. Team members are encouraged to support organizations that contribute positively to the shared community and include organizations such as:
Boy Scouts of America
Leawood Rotary
Leawood Chamber of Commerce
Leawood Lions
St. Thomas More Catholic School
Metropolitan Lutheran Ministries
Harvesters
Rose Brooks
OUR HISTORY
A FIRM BASED ON
CLIENT-DRIVEN PRIORITIES
Fred Mitchell was the Chief Investment Officer at Waddell & Reed, a large midwestern mutual fund company. With computing power growing and becoming less expensive, Fred envisioned harnessing technology into improved security research and selection. He took his idea, followed his entrepreneurial instincts, and opened Mitchell Capital Management in 1987 with a single employee and a growth stock investment strategy. Fred retired in 2010, and today six employees share ownership in the firm.
Since then, we have grown steadily and deliberately, prioritizing fundamental security analysis supporting six investment strategies, and a culture of attentive client service.
