Mendel Money Management Inc.

Mendel Money Management provides discretionary and non‑discretionary investment supervisory services, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporate entities. The firm manages approximately $317 million in client assets and also offers fixed‑fee, hourly, and subscription‑based financial planning options.

Portfolios are customized across individual equities, bonds, mutual funds, and ETFs and are managed using a blend of fundamental, technical, and cyclical analysis supplemented by third‑party research support. The firm discloses and uses options and other derivatives in separately managed accounts—most commonly covered calls, put writing, and occasional purchases of calls or puts—primarily for income generation or protection rather than to create leverage.

Distinctive features include the firm’s explicit use of derivatives within separately managed accounts, a practice that is relatively uncommon among similar team advisers, and the documented engagement of a third‑party investment research consultant to support the investment committee. The combination of a subscription planning product and a small-team, research‑supported investment process marks a divergence from more typical team firm offerings.