Our portfolio solutions.

Two ranges. One process. Built for better outcomes.

At Mitchell & Mitchell Asset Management, we offer a disciplined, Model Portfolio Service (MPS) approach — one that’s been designed from the ground up to support financial advisers and the clients they serve.

Our model portfolios are structured, risk-rated, and governed with institutional insight, while remaining practical and adviser-friendly. Whether your priority is investment conviction or cost control, we offer two clear routes forward: the Compass range and the Atlas range.

The Compass Range.

Fully Active | Five Risk Levels | Flagship Solution

The Compass range is our fully active suite of portfolios, designed for clients seeking a conviction-led approach backed by robust oversight. Built using a research-driven process, each Compass portfolio is tailored to a specific risk profile and reviewed quarterly by our investment team.

The models:

  • The objective of the Portfolio is to protect against the risk of a significant loss of capital and provide the opportunity for a conservative level of capital growth and income over the long term. The portfolio is designed for investors who want preservation from an investment.

  • The objective of the Portfolio is to protect capital and provide growth in line with global equity and fixed income markets over the long term whilst seeking to manage the respective risks. The portfolio is designed for investors who want growth from an investment.

  • The objective of the Portfolio is to provide capital growth in line with global equity and fixed income markets over the long term whilst seeking to manage the respective risks. The portfolio is designed for investors who want growth from an investment.

  • The objective of the Portfolio is to provide capital growth and risk exposure predominantly in line with global equity markets over the long term. The portfolio is designed for investors who want growth from an investment.

  • The objective of the Portfolio is to provide capital growth and risk exposure in line with global equity markets over the long term. The portfolio is designed for investors who want growth from an investment.

Key features: 

  • Actively managed at a competitive price with a dynamic overlay.

  • Portfolios optimised to tilt towards factor-based investing such as momentum, quality and value.

  • Dynamic asset allocation in current market conditions and additional asset class exposure such as hedge funds.

  • Access to managers typically retail investors in the UK do not have access to through our partnership with SEI.

The Atlas Range.

Hybrid Active-Passive | Three Risk Levels | Cost-Conscious Design

The Atlas range uses a blend of actively managed and passively managed investment funds, designed for clients seeking a cost-efficient solution. We determine where to use passive or active funds by assessing their potential to generate returns in excess of their costs, while aligning with a specific risk profile.

The models:

  • The objective of the Portfolio is to protect capital and provide growth in line with global equity and fixed income markets over the long term whilst seeking to manage the respective risks. The portfolio uses active and passive funds to achieve its objectives. The portfolio is designed for investors who want growth from an investment.

  • The objective of the Portfolio is to provide capital growth and income in line with global equity and fixed income markets over the long term whilst seeking to manage the respective risks. The portfolio uses active and passive funds to achieve its objectives. The portfolio is designed for investors who want growth from an investment.

  • The objective of the Portfolio is to provide capital growth and risk exposure predominantly in line with global equity markets over the long term. The portfolio uses active and passive funds to achieve its objectives. The portfolio is designed for investors who want growth from an investment.

Key features: 

  • Cost-effective investment solution that combines passive with good quality active investment managers

  • Simplified goal-based asset allocation with cost as the main consideration

  • Diversified through a range of different funds, fund managers, geographical regions and asset classes

  • Seek to add value through strategic asset allocation, fund selection and portfolio construction, which acts as the long-term investment plan

Platform availability.

Simple to implement. Easy to explain.

Our portfolios are available on multiple FCA-authorised platforms, all of which have been selected for compatibility, governance standards, and adviser adoption.

Get in touch.

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

Contact us