Mentor Capital Management

Mentor Capital Management Inc. is a fee-only financial planning and investment advisory firm based in Chicago, Illinois. Founded on the principle that unbiased advice is essential for achieving financial success, we stand ready to guide you through the complexities of personal finance with integrity and expertise.

Our Core Values

At Mentor Capital Management, our five core values guide everything we do:

• Client Focus: Upholding the highest standards of client service and prioritizing your needs.
• Objectivity: Providing unbiased and conflict-free advice, free from product sales.
• Integrity: Maintaining transparency and adhering to the highest ethical standards.
• Expertise: Delivering comprehensive financial planning and investment expertise.
• Sustainability: Building relationships that last and nurturing your financial well-being over the long term.

Our Fiduciary Oath

As fiduciaries, we hold a legal obligation to act in your best interests. This ethical commitment compels us to:

• Put your interests first and prioritize your financial goals.
• Exercise the utmost confidentiality and care in handling your personal financial information.
• Maintain open communication and transparently explain our processes and recommendations.

Our Services

We offer a comprehensive array of services to address your diverse financial needs:

Investment Management

• Develop and implement personalized investment plans to optimize your returns and mitigate potential risks.
• Provide ongoing monitoring and rebalancing to ensure your portfolio remains aligned with your goals.

Financial Planning

• Create a comprehensive plan to address your financial goals, including retirement planning, estate planning, and wealth preservation.
• Develop strategies for income management, debt reduction, and tax optimization.

Small-Business Services

• Provide objective guidance on retirement planning and succession planning specifically tailored to small-business owners.

Our Team

Led by industry veteran John S. Davis, our team of experienced and passionate financial advisors is dedicated to offering personalized guidance and customized solutions to meet your individual needs. We prioritize open communication, active listening, and a collaborative approach to empower you with the knowledge and tools you need to achieve lasting financial success.