INVESTMENT MANAGEMENT SERVICES
Mendel Capital Management’s approach to investing is to judiciously allocate our clients’ assets for sound growth, minimal volatility, and attainment of long-range financial goals. Our personal capital is aligned with our clients’ capital; we own what they own.
Since every client has different goals, requirements, and temperament, we tailor individual portfolios to best meet those needs. We offer several Investment Strategies, including Aggressive Growth, Conservative Value Growth, Balanced, Conservative I, and Conservative II. Click here to learn more.
Corporate Retirement Plan Services
Mendel Capital works with business owners to provide transparent, customized retirement options that can be comprehensive to stand-alone. Mendel works with business owners to create a plan suited to their needs.
How Mendel Capital can help:
- • Explore retirement plan option solutions based on owner’s objectives.
- • Weigh the potential benefits against the responsibilities that accompany varying plans.
- • Guide employers through the regulatory requirements and administrative costs different plans might present.
- • Leverage partnerships with industry leaders and independent retirement plan providers.
- • Offer resources to employees to guide and educate key features of their plan options.
- • Offer investment guidance, and the benefits of maintaining a long-term focus to retirement planning.
Why partner with Mendel Capital Management:
According to Schwab Retirement Services the added benefits for participants who have access to professional advice:
- • Participants who use ongoing professional management could end up with almost 56% more income in retirement.
- • Satisfaction scores doubled for participants who engaged with an Advice Consultant vs. those who did not.
- • Only 25% of participants said they felt very comfortable making decisions about their 401(k) on their own.
- • But 44% of participants would feel very confident with help from a professional.
Empower your employees to be financially secure.
IRA Rollover Services
Mendel Capital recognizes the freedom an investor experiences when they take control of their retirement savings. That is a guiding principal for the Mendel Team, allowing clients to collaboratively manage their retirement assets and minimize worry in their retirement savings endeavor.
For investors who have changed jobs, are approaching retirement or have retired, have an old retirement account from a former employer, or are looking for professional guidance pertaining to their qualified retirement account, contact a Mendel Capital professional.
How we can help:
- • Review the pros and cons to roll over your old 401(k) or other employer-sponsored plan.
- • Provide a step-by-step process to accomplish a successful rollover, if rolling over is deemed appropriate.
- • Explore the wide range of investments available to every client.
- • Custom-tailor an investment strategy to fit every client’s unique retirement goals.
- • Provide ongoing communication and management of investments and wealth management needs.
