Investment Management Services 2020-07-16T09:31:00-05:00

Investment Management Services

We are fiduciaries:

At Mitchell Capital, we were a fiduciary long before it became fashionable to say so. We sit on the same side of the table as our clients; there simply is no other way to do business that produces positive, long-term success for our clients.

Your objectives must come 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.

Our investment philosophy:

There is no such thing as passive investing. Every investment decision is active and investment management is at our core. We do our own investment management and apply a process refined since we started in 1987. We begin with the asset allocation which flows from your financial plan and we conduct the research on the companies in which we invest. Most advisors are happy to delegate security research, favoring other managers or defined market exposures instead, which add an additional layer of fees for you and separate you further from the understanding of what you own. We approach investing differently. Rather than blindly buy the whole market through good and bad, we prefer to know the companies we own in order to make informed, intentional decisions about the risks we accept in pursuit of your goals. This depth of knowledge also allows us to communicate effectively with you about the reasons behind each position. The responsibility for a good or bad investment decision starts and stops with us.

Investment Management

Growth Equity Strategy

International Equity Strategy

Tax-Exempt Bond Strategy

Value Equity Strategy

Taxable Bond Strategy

Global Equity Strategy

Articles Relating to Investment Management

The Commercialization of Space

January 22nd, 2021|0 Comments

Mankind has been successfully launching objects into space for more than 60 years.  What started as a pursuit of science and national defense has over the years added the desire for profit.  Sustained financial returns [...]

The Growing Impact of E-Commerce

January 8th, 2021|0 Comments

E-commerce, one of four investing themes we wrote about in late 2020, has grown steadily for several decades in the U.S., registering a respectable 16% of total retail sales at the end of 2019.  Expectations [...]

How The Spectrum Auction Will Determine Who Wins In 5G

January 1st, 2021|0 Comments

5G telecommunication has been hyped for years.  It is available in some cities, but the reality is falling well short of expectations.  The primary problem are the wavelengths over which 5G signals are sent; most [...]

Ready to get started?

Contact us to start a conversation.

CONTACT US

Still have questions? Ready to start the process of evaluating our firm?

Send us a message and someone will be in touch to set up your no obligation consultation.