Old Mission Investment Company, LLC

Old Mission Investment Company, LLC, established in 2006, is an independent fee-based investment advisory firm that offers personalized investment management services to various clients, including trusts, individuals, and retirement plans. The firm focuses on managing portfolios of mutual funds, exchange-traded funds, individual stocks, and bonds, tailored to meet clients' financial, estate, and investment needs. They emphasize a holistic approach to financial planning and risk profiling to address safety, liquidity, growth, or income requirements. The firm's four principal members are actively involved in investment and overall management. Old Mission Investment Company provides fee-based investment solutions with fees ranging from 0.25% to 1.75% of assets under management, billed quarterly in advance. Clients may also engage the firm for financial planning or consultation services at hourly rates or project-based fees. The firm primarily utilizes fundamental analysis and asset allocation strategies, recommending mutual funds and exchange-traded funds for diversification. They do not charge performance-based fees and do not have any disciplinary actions to report. The firm serves a wide range of clients without enforcing a minimum account size, with portfolios typically ranging from $100,000 to $50,000,000. Old Mission Investment Company exercises investment discretion for most client accounts, making major investment decisions on behalf of clients. They do not vote proxies on behalf of clients and do not have soft dollar arrangements. The firm prioritizes client privacy and maintains strict confidentiality of client information.