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At Mendel Capital Management, our strategy is to judiciously allocate our clients assets for sound growth, minimal volatility, and attainment of long-range financial goals.
Since every client has different goals, requirements, and temperament, we tailor individual portfolios to best meet those needs. We offer several Investment Strategies for our clients, including Growth, Balanced, Conservative I, and Conservative II. Within each of these strategies, we custom tailor a unique mix of equity (stocks, mutual funds) and fixed income (bonds, cash) investments.Learn More
Welcome to Mendel Capital
Mendel Capital Management is a professional investment management firm registered with the Securities and Exchange Commission. Our firm is dedicated to serving the investment needs o individuals, retirement plans, endowments, and foundations requiring professional investment counsel. Our mission at Mendel Capital Management is to build and protect our client’s wealth through proven investment strategies combined with unparalleled personal service.