Mission Retirement Consulting, Inc.

Overview

Mission Retirement Consulting, Inc. operates as a small, corporation-style advisory business owned by an individual and positioned as a capital allocator and consultant to institutional clients. The firm offers pension consulting services, manager selection, and educational seminars/workshops rather than running a broad roster of in-house investment products. Fee arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. The firm is not an active ESG investor and is not structured as a multi-state or newly formed adviser. Its primary role appears to be advisory and allocation oriented: identifying and selecting third-party managers and investment vehicles on behalf of clients rather than operating large discretionary portfolios.

Assets & Accounts

Investments & Alternatives