Mitchell Group Delaware LLC

The firm provides ongoing portfolio management to individual and high‑net‑worth clients, creating an Investment Policy Statement to document goals, risk tolerance, and asset allocation and implementing portfolios that include mutual funds, equities, bonds, ETFs, third‑party money managers, and insurance products such as annuities. Services include discretionary investment supervision, regular portfolio monitoring, and referrals to third‑party managers.

Its investment process combines charting, fundamental, and technical analysis and employs both long‑term and short‑term trading strategies, with discretionary trading authority documented in each client’s advisory contract. The firm conducts at least monthly reviews of accounts and tailors allocations within the constraints of client‑imposed restrictions and its standard suite of services.

Noteworthy features include a disclosed referral and fee‑sharing relationship with Envestnet when clients are directed to that third‑party manager, a potential conflict of interest the firm describes and says it manages through disclosure and licensing checks; the firm also requires clients to use its recommended custodians (recently adding Shareholders Service Group and recommending Altruist/Apex), which the brochure notes can limit client‑directed brokerage and may affect execution. The combination of technical/charting analysis, active short‑term trading, and concurrent use of insurance products alongside third‑party managed accounts is uncommon among peers of similar size.