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About Mitchell Investment Group

Mitchell Investment Group, 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, Mitchell Investment Group traces its beginnings back almost four decades when founder Sam Mitchell, a former University of Georgia football coach, left coaching for the financial services industry. After working with another firm, in 1990 Mitchell formed Mitchell Investment Group. Three years ago, Sam sold the business to his son, Mark Mitchell, who has been a part of Mitchell Investment Group for more than 25 years. One of the most important aspects of Mitchell Investment Group that clients find comforting is its independence. Mitchell Investment Group in 2016 partnered with Cambridge Investment Research, Inc. as its broker-dealer, but that relationship leaves the advisors at Mitchell Investment Group free to make their own decisions and offer their clients independent advice. Mitchell Investment Group 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, 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 (529 plans); term, universal and variable life insurance; long-term health care insurance; real estate investment trusts; oil and gas investments TFA I-Shares, stocks, bonds and minibonds. Our advisors also provide clients with portfolio reviews to ensure the rate of return (ROR) or return on investment (ROI) goals are being met.

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