Investment Management & Financial Planning Services in Kansas City, MO
We provide investment management services to individuals, families, foundations, endowments, bank trust departments and other institutional clients. As financial planning analysts, we prioritize our relationships with our clients. It’s about your life, your family, your priorities and your goals.
Investment Management & Financial Planning Services in Kansas City, MO
We provide investment management services to individuals, families, foundations, endowments, bank trust departments and other institutional clients. As financial planning analysts, we prioritize our relationships with our clients. It’s about your life, your family, your priorities and your goals.
OUR SERVICES
READY TO GET STARTED?
INVESTMENT
MANAGEMENT
We utilize our expertise to merge principles and active investment strategies in order to establish a portfolio that reflects the journey towards your financial goals. Growth Equity, International Equity, Tax-Exempt Bond, Value Equity, Taxable Bond and Global Equity strategies are found amongst our investment management services. Begin making informed and intentional investment decisions with the help of our team of investment counselors today.
FINANCIAL
PLANNING
Whatever the life milestone – a marriage, the birth of a baby, career advancement, retirement – all raise questions about your life goals. You may be asking: How much should I be saving? How should I pay for college? What should I be doing to prepare for the retirement I want? Am I giving to charities efficiently? What do I want my financial legacy to reflect? Our team at Mitchell Capital Management assembles all the pieces of your financial puzzle to create a customized plan for sound, long-term financial decisions.
OUR SERVICES
READY TO GET STARTED?
INVESTMENT
MANAGEMENT
We utilize our expertise to merge principles and active investment strategies in order to establish a portfolio that reflects the journey towards your financial goals. Growth Equity, International Equity, Tax-Exempt Bond, Value Equity, Taxable Bond and Global Equity strategies are found amongst our investment management services. Begin making informed and intentional investment decisions with the help of our team of investment counselors today.
FINANCIAL
PLANNING
Whatever the life milestone – a marriage, the birth of a baby, career advancement, retirement – all raise questions about your life goals. You may be asking: How much should I be saving? How should I pay for college? What should I be doing to prepare for the retirement I want? Am I giving to charities efficiently? What do I want my financial legacy to reflect? Our team at Mitchell Capital Management assembles all the pieces of your financial puzzle to create a customized plan for sound, long-term financial decisions.
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.
WHO WE SERVE
Wherever you are in your life’s cycle, we formalize your intention and put your plans on paper. We offer financial planning and investment management services fit to all stages of life including those who are:
Looking for a retirement planning advisor
Interested in private wealth management or investment consulting
Beginning family financial planning
Business owners looking to maximize the capital of their business
Wanting to build their wealth
WHO WE SERVE
Wherever you are in your life’s cycle, we formalize your intention and put your plans on paper. We offer financial planning and investment management services fit to all stages of life including those who are:
Looking for a retirement planning advisor
Interested in private wealth management or investment consulting
Beginning family financial planning
Business owners looking to maximize the capital of their business
Wanting to build their wealth
