Mitchell Capital Management Co

Mitchell Capital Management Co is a registered investment adviser specializing in investment management for various clients, including employee benefit plans, corporations, foundations, charitable organizations, and individuals. The firm was founded in 1987 by Fred Mitchell and is currently owned by Ken Green, Jonn Wullschleger, Christen Dusselier, Phil Kernen, Miles Green, Barbara Roszel, and Robert Day. The firm's investment strategy includes investing in stocks, fixed income securities, ETFs, and mutual funds, combining modern technology with traditional security analysis concepts. Clients have the option to establish their own investment guidelines, and the firm provides customized advisory services based on each client's needs. Mitchell Capital Management Co acts as a fiduciary for clients, ensuring that investment recommendations are made in the client's best interest. The firm offers comprehensive financial planning services as part of the annual percentage of assets under management fee. The fee structure is based on a percentage of assets under management, with fees payable quarterly in advance or in arrears. The firm does not charge performance-based fees or side-by-side management fees. Mitchell Capital Management Co does not maintain physical custody of client assets but uses a qualified custodian to hold client funds and securities. The firm's employees, including Kenneth Green, Jonn Wullschleger, Phil Kernen, Christen Dusselier, and Miles Green, hold professional certifications such as Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®). The employees are salaried partners at the firm and are eligible for bonuses based on the firm's profitability. Supervision of employees' activities and investment decisions is conducted by committees within the firm, and compliance reviews are scheduled regularly. Overall, Mitchell Capital Management Co offers a range of investment management services, operates as a fiduciary, and provides transparent information about its fee structure, investment strategies, and employee qualifications.