Our Story

We were founded in 2006 through the efforts of 5 principal advisors who left the traditional brokerage world in order to form something new. As a wealth management firm focused on working directly with the client, we have no shareholders, Vice Presidents or CEO's creating any agenda for clients they do not know.

Our experience runs deep. The advisors at Old Mission Investment Company average 18 years of investment experience, with backgrounds in institutional consulting, asset allocation, financial planning and tax matters. During our tenure at Wall Street firms, we had the ability to gain a unique perspective of how big firms operated. We prefer small private operations when compared to large firms due to the fact that we had more control over our products and services - something vital for client relationships. Taking this one step further allowed us to create Old Mission Investment Company from a fresh perspective. We have relied on the fact that small private firms can operate on a personal level, providing a 'high touch' element to our client relationships.

As the owners of our own firm, we are directly responsible for the management of our client relationships and only have one entity to serve - our client. We place the needs of the client first and don't have to watch as fees paid by clients are allocated to various portions of an investment firm that have little to do with the business relationship with our client.