Mitchell Group Delaware LLC

Mitchell Group Delaware LLC provides discretionary portfolio management and investment supervisory services to individual and high‑net‑worth clients, preparing an Investment Policy Statement to guide asset allocation, security selection, and ongoing monitoring. The firm also facilitates access to third‑party money managers and offers insurance products, including annuities, as components of client portfolios.

The adviser uses a mix of charting, fundamental, and technical analysis and employs both long‑ and short‑term trading strategies, documenting client objectives and risk tolerance in each Investment Policy Statement. Clients grant written discretionary authority and accounts are reviewed at least monthly by the firm’s principal, with periodic account reports produced by the custodian.

Distinctive features noted in the brochure include a disclosed fee‑sharing arrangement when directing clients to a third‑party money manager (Envestnet), which the firm identifies as a potential conflict of interest, and a policy requiring clients to use the firm‑recommended custodian (recently added Altruist Financial LLC) rather than permitting client‑directed brokerage. The firm manages roughly $5.2 million for 32 clients, maintains a $50,000 account minimum that may be waived, does not take custody of client accounts, and reports it receives no soft‑dollar benefits.