A complete list of active advisors currently associated with Mitchell Sinkler & Starr

Warmer can help you find a great advisor at Mitchell Sinkler & Starr or one who fits your needs even better.

Mitchell Sinkler & Starr provides investment advisory and separately managed portfolio services primarily to high-net-worth individuals and families, as well as estates, trusts, endowments, and foundations. The firm imposes a $2,000,000 minimum for new client relationships and does not emphasize smaller retail (non‑HNW) individual accounts. The firm describes a long-term, goal‑based investment approach that combines top‑down macro analysis with bottom‑up fundamental research to construct portfolios of high‑quality equities, bonds, and exchange‑traded funds; fixed‑income allocations are often laddered and market timing is minimized. MS&S reports that the majority of its assets are managed under non‑discretionary “advisory” arrangements (about $1.47 billion) versus roughly $315 million in discretionary accounts, reflecting a predominantly consultative relationship model. With approximately $1.79 billion in assets and five advisors, MS&S operates with a notably high AUM per advisor (more than $350 million each), which may influence resourcing and client coverage relative to peers. The brochure also highlights the firm’s long history as an independent, employee‑owned advisor, its occasional role as trustee (with specific disclosure and potential surcharges), a proxy‑voting policy for clients who request it, and a stated policy against engaging in soft‑dollar arrangements.

To learn more about the advisors currently working at Mitchell Sinkler & Starr, 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.