Mitchell Capital has been guiding clients through financial decisions since its founding in 1987. “We want to help clients make wise choices, and it only takes a conversation to get started,” President Ken Green shares, explaining that their first step is listening. “As you express your vision, we want to understand the challenges around those dreams to find the best way forward. We like to work with clients who are interested in jointly developing their specific financial path,” Green says. “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 several distinct ways.
They forge deep and long-lasting relationships.
“We want to partner with local clients for a long, long time” Green says. “As employee-owners, we focus our resources on supporting lasting associations. Building trust within a relationship is a material 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.’ That attitude permeates the long-term relationships we create with those who choose to partner with us.”
By connecting with other experts, they ensure all challenges are addressed.
“We start every new relationship with a conversation so we can jointly develop a roadmap toward your goals,” Green says. “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 the client over those of the firm. This also aligns with our responsibility as a fiduciary, which means we make decisions based on what we believe is best for the client.”
They differentiate through the depth and accessibility of their intellectual capital.
“We are credentialed with Chartered Financial Analysts (CFA) and Certified Financial Planners (CFP) on our team. We employ a disciplined, repeatable process that informs our investment and planning decision-making and have decades of expertise in individual stocks and bonds,” Green explains. “To meet your unique needs and interests, we can customize portfolios in ways others cannot. And our firm is designed for clients to have direct access to the people making decisions in their portfolio. We are a firm that is empowered and expected to put clients first.”
As a local, employee-owned company, their charitable decisions provide a direct impact in their home city.
Team members are encouraged to support groups that contribute positively to the shared community and include the following organizations: Leawood’s Boy Scout Troop 10, Leawood Rotary, Leawood Chamber of Commerce, Leawood Lions, St. Thomas More Catholic School, Metropolitan Lutheran Ministries, Harvesters and Rose Brooks Center. “We invest in our local community and support our clients where they live,” Green says.
Mitchell Capital is ready to start a conversation about your financial goals. Contact them today to learn how they can help.
For more information, please visit www.mitchcap.com.