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.