A complete list of active advisors currently associated with Missio Investment Management LLC

Warmer can help you find a great advisor at Missio Investment Management LLC or one who fits your needs even better.

Missio Investment Management LLC provides discretionary portfolio management and limited financial planning services to individuals (including high‑net‑worth clients), endowments, and corporate clients; the firm reports about $24.2 million in regulatory assets under management and serves a very small client roster. It operates as a single‑advisor practice and accepts institutional or charitable‑type clients such as endowments, a client type that is less commonly served by independent, solo advisers. The firm constructs individualized Investment Policy Statements to set asset allocation targets and manages the majority of assets using a passive approach (index mutual funds and ETFs) while reserving up to 30% of each client’s portfolio for active management; its analysis draws on fundamental, technical, cyclical, and charting methods. Missio offers limited financial planning at no additional cost to advisory clients, performs quarterly account reviews, and uses the Charles Schwab advisor platform for custody, execution, and block trading when appropriate. Distinctive features include the firm’s combination of a very small client base with multi‑million dollar assets under management per client and its willingness to serve endowment/charitable clients alongside individuals, which is statistically uncommon among peers. The principal’s background includes senior banking roles and prior ownership of another advisory business, and the firm generally operates with discretionary authority while not accepting custody of client assets except for fee debits.

To learn more about the advisors currently working at Missio Investment Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Dale Wong	Hinsdale, IL	8

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