MISSIONAL ADVISOR GROUP

Overview

Missional Advisor Group is a small, fee-based wealth advisor focused on individuals and families, with a client mix that includes small-business owners. The firm manages portfolios primarily on a discretionary basis and structures its advisory fees as a percentage of assets under management. Their stated advisory activity centers on portfolio management for individuals and small businesses rather than institutional or pension consulting work. Investment approach is tilted toward professionally managed public funds and mutual funds, with a notable allocation to outside alternative managers for private placements and real estate. The firm is not an active ESG investor and does not present itself as a multi-state adviser. In addition to advisory duties, Missional Advisor Group has affiliations that include acting as an investment adviser, working with an insurance company, and serving as a sponsor, general partner, or managing member of pooled investment vehicles, which suggests they both place clients into third-party funds and may operate or sponsor private pooled strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices