Mitchell Sinkler & Starr PA

Overview

Established in 1969, Mitchell Sinkler & Starr PA is an independent, employee-owned investment advisory firm based in Philadelphia, Pennsylvania. The firm offers a range of services, including goal-oriented investment advice, wealth management, and financial planning, catering to individuals, families, trusts, estates, foundations, and nonprofits. With over 55 years in business, they manage approximately $1.7 billion in assets across 582 accounts. Their investment approach emphasizes personalized, hands-on service, aiming to build long-lasting relationships with clients. The firm's portfolio management team comprises experienced professionals, including President and Principal W. Gregory Richardson, Vice President and Principal Heather McMeekin, and Vice President and Director of Research Peter Toscani. They are supported by a dedicated operations staff, ensuring comprehensive service delivery. The firm's investment strategy focuses on diversified portfolios, incorporating various asset classes such as fixed income, equity, real estate, private equity, and hedge funds. They target investments in growth, late-stage, and buyout stages, primarily within the United States. Mitchell Sinkler & Starr PA has a history of serving multiple generations of families, reflecting their commitment to long-term client relationships. Their investment philosophy centers on understanding each client's unique goals and needs, providing customized solutions to help them achieve their financial objectives. The firm's consistent presence on the CNBC Financial Advisor 100 list underscores their reputation and success in the industry.