Mitchell Sinkler & Starr

Mitchell Sinkler & Starr (MS&S) is an independent financial advisory firm established in 1969 as a partnership, later incorporating in 1972 and changing its name to Mitchell Sinkler & Starr in 1980. The firm operates under a fiduciary duty, prioritizing clients' interests and managing accounts on a fully discretionary basis. With assets under management totaling $1.467 billion as of December 31, 2022, MS&S caters to various clients, including individuals, families, endowment funds, and trusts. The firm's investment philosophy focuses on long-term wealth preservation and growth through a mix of high-quality stocks, bonds, and exchange-traded funds tailored to client goals, time horizons, and risk tolerance. MS&S charges fees based on a tiered annual schedule, starting at 0.60% for accounts over $2 million. The firm emphasizes low fees to benefit client growth. Clients have the option for discretionary or advisory accounts, with the majority falling under advisory contracts. MS&S provides detailed investment strategies for equity and fixed-income investing, emphasizing quality, long-term growth, and risk management. The firm's brokerage practices prioritize best execution for clients, with no soft dollar arrangements. Clients receive regular portfolio reviews and voting of proxies unless they opt to vote independently. MS&S maintains a Code of Ethics to prevent conflicts of interest and ensure client interests come first.