PB
Phillip Beckner
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Work Experience
N/A
Apr 2021 - Present · 3 years and 8 months
N/A
Apr 2016 - Mar 2021 · 4 years and 11 months
N/A
Sep 2013 - Feb 2016 · 2 years and 5 months
Company Details
Independent Investment Advisor Since 1969 Mitchell Sinkler & Starr serves individuals and families, trusts and estates, and foundations and nonprofits, with clients in more than 20 states and abroad. As Registered Investment Advisors, our sole goal is to serve our clients’ interests, and our commitment to our fiduciary responsibility is absolute. We always put our clients first, and many have remained with us for generations, a testament to the quality of advice we provide and the strength of relationships we build. The Firm’s services include investment management, financial, tax and estate planning, fiduciary and custodial services, and charitable gifting support. Our investment approach is highly individualized. We develop a customized portfolio for each client, separately managed to reflect the values, goals, and time horizon of that individual, family, or organization, as well as their priorities regarding ESG investing. This customized approach offers advantages including greater tax efficiency, a portfolio more precisely configured to meet the client’s preferences and needs, and a more consistent approach to socially responsible investing, in which the individual selection of companies allows a true alignment with the client’s values. Mitchell Sinkler & Starr takes pride in delivering high value at a low cost, protecting our clients’ principal and improving their long-term results with services provided under an exceptionally competitive fee structure. We would welcome the opportunity to discuss your goals and needs and whether our strengths and services would represent a good fit.
Year Founded
1969
Social Media
Linkedin
Industry
Investment Management
HQ Location
1500 John F Kennedy Blvd #1320 Philadelphia, Pennsylvania 19102-1793, US
Keywords
Long-Term InvestmentsGoal-based portfolio managementPersonalized separate account managementDiversified portfolios
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