MITCO ASSET MANAGEMENT

Overview

Mitco Asset Management is a small, owner-operated advisory practice that acts as a capital allocator for high-net-worth individuals, families and select institutional clients. The firm provides portfolio management for individuals, small businesses and institutions and also acts as a manager-of-managers through the selection of third‑party advisers. Fee arrangements include a percentage of assets under management and performance-based fees, which signals the firm may structure incentives around outperformance or certain alternative mandates. Investment activity is centered on public mutual funds for core exposures, supplemented by allocations to private equity and venture capital. Mitco appears to operate primarily on a non-discretionary basis, meaning clients retain decision authority while the firm provides model construction, manager selection and implementation guidance. The firm is not an active ESG investor and is not set up as a multi-state adviser, suggesting a regional focus rather than a national retail footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices