Professional Investment Management
& Advisory Services

WELCOME TO

MITCHELL CAPITAL
MANAGEMENT

Welcome to Mitchell Capital Management. We are an investment management firm that works with high net-worth individuals, families, foundations, endowments, pension and profit-sharing plans, and trusts and estates. We are employee-owned, our team has many years of experience in financial services and we have been a fiduciary since our inception in 1987. We construct portfolios of individual securities to meet the unique needs of our clients. 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.

SECURITY ANALYSTS

We do our own rigorous fundamental analysis on individual stocks and bonds

PROCESS DRIVEN

We employ a systematic and repeatable operation to make investment decisions

CREDENTIALED

We are credentialed with Chartered Financial Analysts and Certified Financial Planners on your team

Learn More

GIPS COMPLIANT FIDUCIARY

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

PAID ONE WAY

We earn our revenue as a percent of assets under management. We do not earn any commission revenue on product sales.

EMPLOYEE OWNED

Employee ownership has broadened and are represented by second and third generation owners.

SECURITY ANALYSTS

We do our own rigorous fundamental analysis on individual stocks and bonds

PROCESS DRIVEN

We employ a systematic and repeatable operation to make investment decisions

CREDENTIALED

We are credentialed with Chartered Financial Analysts and Certified Financial Planners on your team

LEARN MORE

GIPS COMPLIANT FIDUCIARY

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

WE ARE ACTIVE INVESTMENT MANAGERS

We are active investment managers and believe owning strong companies increases the odds of reaching your goals

PAID ONE WAY

We earn our revenue as a percent of assets under management. We do not earn any commission revenue on product sales.

EMPLOYEE OWNED

Employee ownership has broadened and are represented by second and third generation owners.

SERVICES

OUR APPROACH IS
WHAT SETS US APART

Our approach at Mitchell Capital Management, and our team of experienced investment managers, is what sets us apart from other advisory firms. We sell services, not products. We build and manage portfolios and answer the questions that arise along the way. We prioritize relationships with our clients. Through a more personal approach, we create a portfolio that is accountable for your circumstances. By meeting with you quarterly, we work towards consistent results together, ensuring your investments are on track for the financial goals ahead of you.

At Mitchell Capital, we prioritize our relationships with our clients. To us it is about more than your portfolio. It’s about 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 priorities and your goals.

OUR TEAM

EXPERIENCED AND CREDENTIALED

At Mitchell Capital Management, your financial goals and investment portfolios are in knowledgeable hands. We take our role as your financial advisor seriously, treating your information confidentially, and valuing the trust clients place in the services we deliver. Portfolio managers are your relationship managers and service standards are high.

OUR TEAM

EXPERIENCED AND CREDENTIALED

At Mitchell Capital Management, your financial goals and investment portfolios are in knowledgeable hands. We take our role as your financial advisor seriously, treating your information confidentially, and valuing the trust clients place in the services we deliver. Portfolio managers are your relationship managers and service standards are high.