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  • Home
  • Services
    • Investment Management
    • Financial Planning
    • Small-Business Services
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    • Mentor Capital’s Five Core Values
    • Our Fiduciary Oath
    • Our Code of Ethics
  • FAQ
  • Links
  • Contact
  • Clients
logo
  • Home
  • Services
    • Investment Management
    • Financial Planning
    • Small-Business Services
  • Our Team
    • Mentor Capital’s Five Core Values
    • Our Fiduciary Oath
    • Our Code of Ethics
  • FAQ
  • Links
  • Contact
  • Clients
  • Home
  • Services
    • Investment Management
    • Financial Planning
    • Small-Business Services
  • Our Team
    • Mentor Capital’s Five Core Values
    • Our Fiduciary Oath
    • Our Code of Ethics
  • FAQ
  • Links
  • Contact
  • Clients

Services

Our advisors are experts in helping clients meet their financial goals and objectives.

They have extensive experience in each and every area of personal finance. They take the time necessary to get to know their clients, to analyze their situations and to help them make the right decisions about their money.

Investment Management

Mentor Capital has successfully managed client investments for more than 25 years. With more than $200 million under management, we have the experience and the expertise to help you minimize risk and enhance returns.

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Financial Planning

  • Develop planning strategies to shelter income and minimize federal and state income taxes;
  • Evaluate employee benefit plans and determine how you can get the most out of them;
  • Show you how to save and invest on a regular basis toward financial goals such as sending a child to college, starting a business, buying a home.

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Small-Business Services

Mentor Capital Management Inc. can provide objective advice for small-business owners concerned about retirement and succession planning.

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Contact Us

We help you to implement our recommendations the most efficient, economical way possible.

Contact Us

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Learn More

  • Home
  • Services
    • Investment Management
    • Financial Planning
    • Small-Business Services
  • Our Team
    • Mentor Capital’s Five Core Values
    • Our Fiduciary Oath
    • Our Code of Ethics
  • FAQ
  • Links
  • Contact
  • Clients

Contact Info

  • 823 W. Superior Street, Unit C
    Chicago, IL 60642
  • in**@************rs.com
  • (312) 526-3838
  • (312) 488-3662

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