A complete list of active advisors currently associated with Old Mission Investment Company, LLC

Warmer can help you find a great advisor at Old Mission Investment Company, LLC or one who fits your needs even better.

Old Mission Investment Company provides fee-based investment management and financial planning to individuals, high‑net‑worth clients, trusts, retirement plans, pension plans, and certain business entities. Services include discretionary portfolio management using mutual funds, exchange‑traded funds, individual stocks and bonds, along with estate and broader financial planning coordination. The firm generally manages accounts on a discretionary basis and employs fundamental analysis and asset‑allocation driven model portfolios (six model allocations) tailored to each client’s risk profile and time horizon. Old Mission favors a low‑turnover, long‑term approach, conducts ongoing portfolio reviews, and delivers quarterly portfolio reports while typically custodying assets at Fidelity for execution and custody services. Noteworthy distinctions include an affiliation with Old Mission Trust Company, a privately held South Dakota trust company owned by the firm’s members, with shared employees and administrative arrangements and a stated policy to terminate the advisory relationship if the trust assumes trustee duties. The brochure also discloses principals who hold insurance licenses and solicitor relationships with local banks (including a disclosed referral fee and short‑term sub‑lease arrangement with Honor State Bank), and notes receipt of complimentary business and compliance newsletters and other non‑cash services from its primary custodian — all disclosed as potential conflicts of interest.

To learn more about the advisors currently working at Old Mission Investment Company, 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.