Comprehensive Investment Advisory

Management Process

Mitchell, Vaught & Taylor, Inc. will act as a fiduciary and invest your entire portfolio for the purpose of providing enough money to pay retirees in the case of pension funds.

Advantages to this model

•our clients hold us accountable for properly allocating the funds among the many asset classes

•our clients hold us accountable for finding the right managers and/or investments in that asset class to both exceed benchmark returns, and provide absolute returns for the right duration (i.e. when you need the money). After all, you can't pay your bills with a percentage over an index; you have to pay your bills with cash.

•our clients hold us accountable for constantly reviewing and changing the asset allocations and managers as the situation warrants.

To insure that the client’s interests are being protected, we provide this advisory product through an independent custodian. Every quarter our client receives a report of investments and performance from us in addition to the monthly independent custodian statements.