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About UsMitchell Investment Group (MIG), a financial services firm based in Athens, Georgia, prides itself on creating long-term relationships with its clients, and those relationships are built on a high level of trust and strong personalized service. A fully independent firm, MIG traces its beginnings back over three decades when founder Sam Mitchell, a former University of Georgia football coach, left coaching for the financial services industry and formed Mitchell Investment Group in 1988. In 2013, Sam prepared to retire and sold the business to his son and partner, Mark Mitchell, who has been a part of MIG since 1990. Mark and Rex Bradberry continue to honor the ideals and dedication to service that Sam set in place for MIG all those years ago. One of the most important and comforting aspects of MIG for clients is its independence. MIG partnered with Cambridge Investment Research, Inc. as its broker-dealer in 2016, and that relationship leaves the advisors at MIG free to make their own decisions and offer their clients independent advice. “Being an independent firm means we’re not tied to any company. As a fiduciary, being independent allows us to serve our client’s best interest,” Mark Mitchell explains. “Captive advisors are limited in what they can offer to their clients – they’re selling products for their company. But as an independent investment advisor, if there is a product here or a product there that you want, I’m not limited. I can get our clients what they want and need.” And while that independence is an important aspect of MIG, Mark says the most important reason clients choose MIG – and choose to remain with MIG – is the service the advisors and staff members give to their clients. “The biggest complaint you hear from clients is they never hear from their advisor,” Mark says. “That’s not the way we operate here. We want all our clients to feel like they’re the only client we’ve got. We proactively contact all our clients, and when they have a question, it’s answered immediately. I can’t tell you how many times we’ve heard from people that they are looking for a new advisor because they haven’t heard from their advisor in two years. Our clients are not going to say that about us.” MIG is a full-service financial services firm, handling clients from those just getting started to those who are already in retirement. We handle mutual funds, buffered ETFs, interval funds, buffered annuities, variable annuities, and IRAs to include traditional, simple, Roth and self-directed IRAs; simplified employee pension accounts (SEPs); wrap accounts and managed accounts; college savings accounts; term, universal and variable life insurance; long-term health care insurance; real estate investment trusts; oil and gas investments, stocks, bonds, and municipal bonds. Our advisors also provide clients with portfolio reviews to ensure the rate of return (ROR) or return on investment (ROI) goals are being met, as well as their income needs.
NoticeCheck out the background of this investment professional on FINRA’s BrokerCheck Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC - (http://www.finra.org/ and http://sipc.org/ ). Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser by Mark H. Mitchell and Rex Bradberry, Investment Adviser Representative. Mitchell Investment Group and Cambridge are not affiliated. The information in this email is confidential and is intended solely for the addressee. If you are not the intended addressee and have received this email in error, please reply to the sender to inform them of this fact. We cannot accept trade orders through email. Important letters, email, or fax messages should be confirmed by calling our office. This email service may not be monitored every day, or after normal business hours. Advisor compensates SmartVestor for new leads. SmartVestor is not an investment client of Advisor. SmartVestor has an economic incentive to recommend Advisor, thereby resulting in a material conflict of interest. Mark holds FINRA State Licenses in the following states: AL, CA, CO, FL, GA, IL, KY, LA, MD, MO, MS, MT, NC, OH, OK, PA, SC, TN, TX, VA, WI, WY Rex is currently licensed with a series 6, 63 and 65 securities license. He holds FINRA State Licenses in the following states: AL, AR, FL, GA, IL, IN, KY, LA, MD, MO, NC, OH, SC, TX, VA, WV. Blake holds FINRA State Licenses in the following states: AL, AR, CO, FL, GA, LA, MS, NC, NY, OH, SC, TX, VA. Akshay holds FINRA State Licenses in the following states: GA, SC.
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