The Old Mission Investment and Trust Companies have brought together a diverse group of professionals with backgrounds in tax, strategic investment management, trusts and estates, and total wealth management. Our professionals are fluent in both time-honored investment management and wealth transfer strategies and actively participate as your partner in achieving your personal financial goals. We work closely with your other tax and legal professionals and serve as the center of your multidisciplinary team of wealth management professionals.
Kurt A. Schuler
Chief Information Officer
Principal
Kurt Schuler is a Principal and Co-Founder of Old Mission Investment Company and Old Mission Trust Company. Kurt completed his undergraduate education at Denison University, receiving his Bachelors of Arts degree in economics in 1985. Prior to co-founding Old Mission Investment Company, Kurt was a First Vice President of Investments at Wachovia Securities in Traverse City. He joined Prudential Securities in 1992 as a Financial Advisor.
Kurt is the Chief Information Officer at both Old Mission Investment Company and Old Mission Trust. He responsible for the information technology and client reporting segments of our companies. Kurt is responsible for client relationship management and asset allocation decisions as they relate to our client portfolios. Kurt also is a counselor to local small businesses. As a SCORE counselor, he has provided volunteer time to local small business in the Traverse City area. SCORE is a nonprofit association dedicated to educating entrepreneurs and helping small businesses start, grow, and succeed. Kurt enjoys skiing, snowboarding, sailing and cycling in addition to an occasional round of golf.