Mitchell Capital has been guiding clients through financial decisions since it was founded in 1987. “We want to help clients make wise choices, and it only takes a conversation to get started.” Ken Green, President shared. Their first step is listening. “As you express your goals, we want to understand the challenges around those dreams to find the best way forward. We like to work with clients who are inquisitive about their specific financial path,” Green said. “It is important to work toward financial milestones with a partner who will walk with you.”
The financial services industry in Kansas City is highly competitive, and Mitchell Capital sets itself apart in three distinct ways. The first is their intention to forge deep and long-lasting relationships. “We want to partner with local clients for a long, long time. Building a relationship is a significant investment in time and effort. We want to ensure it is time well-spent on both sides. Our brand includes the words `As you LIVE WITH INTENTION; we INVEST WITH INTENTION’”, Green said. “That attitude permeates the long-term relationships we create with those who choose to partner with us.”
Second, by partnering with other experts we make certain all challenges are addressed. “We start every new relationship with a financial plan so we can jointly develop a roadmap toward your goals. In certain cases, we partner with the best specialists in addressing estate planning, tax preparation and insurance needs, rather than offer those services in-house. “It is a small, but important distinction that we believe better aligns incentives and behavior with benefits to clients over those of the firm,” says Green. “This also aligns with our responsibility as a fiduciary, which means we make decisions based on what we believe is best for the client.”
The third differentiator is the depth and accessibility of their intellectual capital. “We conduct our own research-driven discipline that informs our decision-making and have decades of expertise in individual stocks and bonds. This means we can customize portfolios in ways others cannot to meet your unique needs and interests. And we are small enough that clients have direct access to the people making decisions in their portfolio. We are a firm that is empowered and expected to put clients first,” explained Green.
In addition, as a local, employee-owned company their charitable decisions provide a more direct impact in their home city. Team members are encouraged to support organizations that contribute positively to the shared community and include organizations such as: Boy Scouts of America, Leawood Rotary, Leawood Chamber of Commerce, Leawood Lions, St. Thomas More Catholic School, Metropolitan Lutheran Ministries, Harvesters and Rose Brooks. “We invest in our local community as much as possible and support our clients where they live,” Green reported.
Mitchell Capital can help you reach your financial goals and is ready to start a conversation. Contact them today.