FOR INVESTORS

Your goals. Our discipline. One clear path forward.

You’ve already taken the most important step: working with a professional financial adviser. They understand your goals, your tolerance for risk, and the outcomes you’re working toward.

At Mitchell & Mitchell Asset Management, we support your adviser by managing the investments behind your plan. You remain in full control of your financial journey — we simply make sure the engine is running smoothly.

Our role is to manage your portfolio with care, discipline, and the same commitment to your success that your adviser brings to every conversation.

What we do.

Our portfolios are:

  • Professionally Managed: Your portfolio is overseen by experienced investment managers who make informed decisions on your behalf, selecting investments and adjusting the strategy as needed.

  • Aligned with Your Goals: Whether you're saving for retirement, building wealth, or preserving capital, there’s a portfolio designed to match your specific objectives.

  • Actively Monitored and Adaptable: Portfolios are continuously reviewed and adjusted in response to market movements, helping keep your investments on track.

  • Diversified to Manage Risk: Your money is spread across a variety of asset classes such as shares and bonds to help reduce risk and avoid overconcentration.

  • Cost-Efficient Access: Gain the benefits of expert investment management at a lower cost than traditional bespoke solutions.

You’ll always have full visibility through your adviser and platform — and we’ll never make things more complicated than they need to be.

We build and manage model investment portfolios — carefully constructed baskets of funds that reflect different levels of risk and return potential.

Your adviser will recommend a portfolio that suits your needs. We manage it behind the scenes — so you don’t need to worry about when to buy, when to sell, or how to respond to the news cycle.

Choosing the right portfolio.

Your Financial Planner will help you choose the portfolio that best suits your needs and how comfortable you are with risk. This will fall under one of two carefully designed model portfolio services. Whether you're saving for the future, looking to grow your wealth, or withdrawing an income, your investments will be matched to your goals.

Compass

For clients who want an actively managed portfolio, designed to respond to changing market conditions and take advantage of professional insight.

Atlas

For clients who prefer a cost-conscious approach, combining passive investment building blocks with selective active management — all with ongoing oversight.

Whichever you choose, you’re backed by our team, our process, and our partnership with your adviser.

 Understanding your portfolio.

Here are some common questions you might have — and simple answers to help build your confidence.

  • A model portfolio is a carefully designed mix of investments — like a recipe crafted for a particular level of risk and return. Your adviser selects the model that fits your goals, and we manage it from there: monitoring, reviewing, and adjusting when needed.

    Think of it as a pre-built plan — diversified, risk-aware, and always under professional supervision.

  • Risk refers to how much your investment value might rise and fall. Every investment carries some level of risk — but the key is managing it wisely. We offer different levels of portfolio risk — from more cautious to more adventurous — so your experience matches your comfort and your goals.

    The right level of risk is the one that helps you stay on track, even when markets move

  • Diversification means not putting all your eggs in one basket. We invest across countries, industries, and styles — so if one part of the market struggles, others can help balance it out.

    It’s one of the most important ways we manage risk and smooth your journey.

  • SEI is a global investment company that supports our research, analysis, and fund manager oversight. They help us access strategies normally reserved for institutions like pension funds or universities.

    They give us powerful tools. We remain fully responsible for your portfolio — but with SEI’s partnership, we can do even more, with even greater confidence.

    It’s like having an elite research lab in your corner — always testing, monitoring, and improving how your money is managed.

Get in touch.

Have questions or want to get started with M&M? Reach out – we’re here to help.