Old Mission Investment Company, LLC

Overview

Old Mission Investment Company, LLC is an independent, SEC‑registered registered investment adviser that has been operating since 2006 as a limited liability company owned by an individual. The firm serves both individual/family and institutional clients and functions as a capital allocator, combining advisory work with selection of third‑party managers. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and publication of periodic newsletters. Fee arrangements are flexible: the firm charges on a percentage‑of‑AUM basis and can also bill hourly or use fixed fees. Old Mission does not identify as an active ESG investor and is not registered as a multi‑state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices