Our approach.
At MACM, our investment philosophy emphasizes long-term outperformance and risk-management through active asset allocation.
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Our Mission.
We aim to provide lifelong investment management solutions.
We areInvestors.
Investment Management Philosophy
Investment Management
At MACM, our investment philosophy emphasizes long-term outperformance and risk-management through active asset allocation. Our strategies employ a diverse range of investments that incorporate a wide array of asset, sectors, and industry groups.
We seek to provide above average total returns through all market cycles through investments in equities, fixed income, commodities, real estate, cash and alternative positions. We offer a variety of investment strategies that encompass a full spectrum of risk/return profiles.
Our investment team integrates bottom-up research into a top-down macroeconomic framework in developing our investment strategies. Inflation, interest rates, government policy, economic growth, and MACM’s global outlook are the driving macro factors influencing the direction of our investments. Through a disciplined and consistent approach, we seek to provide superior investment results in all market and economic conditions.
As an independent, fee-only investment advisor, MACM is well positioned to deliver objective investment management that is truly aligned with our clients’ interests. With MACM, you can be sure you are charting a course for investment success.
Meet the Team
Through a disciplined and consistent approach, we seek to provide superior investment results in all market and economic conditions.
Mitchell Anthony 
President & Chief Investment Officer
Mr. Anthony is the president, chief investment officer, and founder of Mitchell Anthony Capital Management (MACM). Mitchell has been the architect leader of the firm and its investment philosophy and processes since it began in 1991. Mr. Anthony has a degree in civil engineering and practice structural engineering for several years after graduation in 1980. After attending an MBA program in the 80s Mr. Anthony decided to change the direction of his career and pursue a position in investment management.
Mr. Anthony began his career in the financial industry with what is now Morgan Stanley and later continued his career at Shearson Lehman as a portfolio manager and analyst. In 1991, he founded Concord Investment Counsel, where Mr. Anthony led the way to the firm’s strong track record of success spanning nearly three decades. Concord Investment Counsel ultimately rebranded as Mitchell Anthony Capital Management in 2017, emphasizing the unique and unparalleled stewardship that Mr. Anthony brings to the firm. Mr. Anthony is responsible for the implementation and management of investment portfolios utilized across all of MACM’s individually managed accounts and funds. Mr. Anthony is responsible for all the buy sell decisions at MACM.
Mr. Anthony’s unique knowledge of investment management, financial research, and economic forecasting is highly regarded with individual investors as well as within Southern California’s business and investment communities. Mr. Anthony’s focus at MACM has been on the creation of excess returns or alpha for the firm’s clients. Mr. Anthony is a unique wealth manager in that he believes that the primary duty of an investment manager is to create alpha and to offer clients more than just the returns achievable in market indices.
Education:
Mr. Anthony holds a Bachelor of Science degree in Civil Engineering from Colorado State University. Mr. Anthony also attended graduate business studies at Arizona State University.
Firm History
Mitchell Anthony Capital Management is an independent, fee-only investment advisor.
Formerly Concord Investment Counsel, the firm was established by Mr. Anthony in 1991. Mr. Anthony has served as the President and Chief Investment Officer throughout the firm’s entire history, which boasts a strong in-house research team and an industry-leading, dynamic asset-allocation investment management style.
For nearly three decades, the firm has provided unparalleled investment success for its clients with innovative investment solutions. While the firm has grown and matured, the investment philosophy remains the same – to offer prudent and consistent investment strategies built on a proven process, good information, and sound judgment.
Concord Investment Counsel rebranded as Mitchell Anthony Capital Management in 2017, emphasizing the unique and unparalleled stewardship that Mr. Anthony brings to the firm. Mr. Anthony remains responsible for the oversight and implementation of investments across all of MACM’s strategies. At MACM, all clients interface directly with Mr. Anthony and the senior investment and advisory teams, ensuring the highest caliber of service.
Unlike typical advisors working with large brokerages and banks, MACM is an independent investment manager, free to utilize the best investments available for our clients. We are not captive to using only in-house products or funds. As an independent manager, we pride ourselves on our independent research, analysis, and decision making. In addition, our fee-only structure aligns our interests with our clients’ – as your investments grow, we grow. We don’t make money by charging commission or selling fee-loaded funds.