Mitchell, Vaught & Taylor, Inc., founded in 1996, is a registered Investment Advisory Firm offering fee-based, strategic asset management for individuals and institutional clients.
Based in the Chicago metropolitan area, our firm helps clients develop investment policies for wealth and pension fund management.
We then implement and manage the money based on each individual client's or pension fund's risk and reward objectives.
Most of our assets under management are from institutional clients. Our institutional clients generally start at $2,000,000. We focus on tracking and exceeding indices that achieve the plan's actuarial objectives, using both fixed income and equity investments.
Individual client relationships generally start at $100,000 and may include reserve and financial independence portfolios, retirement accounts, trusts, and 529 education plans. Financial planning and legal analysis also augment our wealth management approach.