About Frugalstepsgroup
We are a team of financial experts dedicated to making professional investment management accessible to everyone.
Our Story
Founded in 2018, Frugalstepsgroup started with a simple mission: democratize access to professional investment management. Our founders, seasoned Wall Street veterans, saw an opportunity to use technology to bring institutional-grade investment strategies to individual investors.
Today, we manage over $52 million in assets for more than 5,200 investors across the globe. Our team of analysts, portfolio managers, and technology experts work tirelessly to deliver consistent, risk-adjusted returns.
We believe in transparency, education, and long-term partnership. Every decision we make is aligned with your financial goals.
Our Values
The principles that guide everything we do
Trust & Security
We prioritize the safety of your investments above all else.
Performance
Data-driven strategies that deliver consistent, measurable results.
Transparency
Clear reporting and open communication at every step of your journey.
Excellence
Relentless pursuit of the best outcomes for our investors.
Leadership Team
Meet the experts behind your investments
David Mitchell
CEO & Founder
20+ years in investment banking
Lisa Wang
Chief Investment Officer
15+ years portfolio management
James Anderson
Head of Analytics
12+ years quantitative analysis