Old Mission Investment Company is an independent investment advisory firm founded in 2006 and based in Traverse City, Michigan. Old Mission Investment Company manages investment portfolios and formulates financial, estate, and investment plans tailored to each client's specific risk tolerance, time horizon, and income needs. The firm primarily uses a mix of mutual funds, exchange-traded funds, individual stocks, and bonds. Old Mission Investment Company generally operates on a discretionary basis, meaning the firm makes investment decisions on behalf of clients without needing prior approval for every individual trade, though non-discretionary arrangements are also available. The firm serves a wide range of clients including individuals, trusts, retirement plans, pension plans, estates, charitable organizations, and business entities. Old Mission Investment Company emphasizes a long-term, low-turnover investment strategy focused on proper asset allocation and diversification.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees range from 0.25% to 1.75% annually based on the size and scope of the client relationship, and are negotiable.