Broker Check

Why Do Clients Choose Us?

Mitchell, Vaught & Taylor Investment Advisors is a deep, experienced, and dedicated team of professionals providing exceptional guidance and a unique standard of care to a select group of institutions and individual clients in the Chicagoland area and around the country. Our mission is to become our clients’ most trusted advisor by leveraging our unique expertise and passion for service as we help them simplify the complex and solve for their most pressing challenges. Our commitment to this mission is demonstrated in three core tenets that help answer the most important question:

I. Consultative Approach

  • Thorough discovery and active listening helps us understand what matters most to each client.
  • A strategic assessment is developed that helps clients understand their current state of affairs as well as opportunities for improvement.
  • Clear recommendations are presented to help break down complexity and ease decision-making for our clients.

II.Exceptional Guidance

  • A diverse, uniquely experienced team structure allows for specialization, innovation, and meaningful results.
  • A comprehensive suite of product, portfolio, member, and consulting service solutions allow for flexibility and breadth as clients’ needs change.
  • An ability to bring world-class resources to the table facilitates solving our clients’ most pressing compliance or educational challenges.

III. Service Excellence

  • A diverse, uniquely experienced team structure allows for specialization, innovation, and meaningful results.
  • A comprehensive suite of product, portfolio, member, and consulting service solutions allow for flexibility and breadth as clients’ needs change.
  • An ability to bring world-class resources to the table facilitates solving our clients’ most pressing compliance or educational challenges.

Benefit: Confidence that comes from clarity and understanding of where you are today and what to do

Benefit: Comfort that comes from having a steward and advocate for your definition of success

Benefit: Assurance that comes from a long-term working relationship based on trust and understanding