A complete list of active advisors currently associated with Mitchell Capital Management Co

Warmer can help you find a great advisor at Mitchell Capital Management Co or one who fits your needs even better.

Mitchell Capital Management provides discretionary investment management and integrated financial planning to a mix of individual and institutional clients, including employee benefit plans, corporations, foundations, charitable organizations, trusts, estates and IRAs. The firm also accepts sub‑advisory assignments and manages separately managed accounts on a client‑by‑client basis. MCM customizes portfolios through written investment guidelines, combining computerized screening with traditional security analysis to invest across equities, ETFs and fixed income while prohibiting speculative transactions. The firm runs multiple actively managed equity and fixed‑income strategies, emphasizes investment‑grade intermediate‑duration bonds, and delivers quarterly reporting with at least annual client reviews. Notably, MCM maintains sub‑advisory relationships with financial consultants and banks and discloses participation in third‑party referral arrangements, including the Schwab Advisor Network, for which it compensates referrers. The firm’s brochure also documents a team with multiple CFA/CFP credentials and formal policies on personal trading, trade rotation, and proxy voting.

To learn more about the advisors currently working at Mitchell Capital Management Co, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.