Why OLD MISSION Investment Company

We are a firm created around the needs of our client. As a fee-only investment advisor, our firm does not accept commissions as a form of compensation for the work we do for our clients. As a result, we provide unbiased investment recommendations and advisory services to our client. Our independence affords us the unique ability to provide our clients with sophisticated advice and conflict-free objectivity.

Old Mission offers something different. At the time our firm was created, we adopted a process of collaboration, not competition. At many firms, we've found that you can have twenty advisors working in the same office. It is important to note, however, that each and every one of the advisors is working against the others. They compete for the same client, don't want to share thoughts on what works best, and have little vested interest in sharing the ideas and recommendations they may be using, since it would place them at a competitive disadvantage relative to their peers. Does that make any sense? Aren't large firms advising you that they are working in your best interest collectively, when this is not the case?

We formed our firm as one entity working together. We share ideas and thoughts concerning our clients, their situations, and the recommendations we make. We team manage the portfolios we recommend. It's a true collaboration among professionals that we have formed, and it's a relatively new concept to our industry.

Our firm is committed to becoming your partner in the wealth management process. We look forward to spending the time with you and your family to ensure that your wealth is handled properly.