About Old Mission Investment Company, LLC
<p>From its base in Traverse City in Northern Michigan, Old Mission Investment Company, LLC works with individuals and organizations on investment management and long-term planning.</p> <p>Old Mission Investment Company, LLC is a registered investment advisor (RIA) with more than 30 years of experience and three locations across Michigan. The firm provides fee-only investment services on both a discretionary and non-discretionary basis, with options that range from full-service investment management to financial, retirement, and wealth planning.</p> <p>For clients who need fiduciary and trust support, trust administrative and management services are available through Old Mission Trust Company, a South Dakota-chartered trust company. The firm reports $0.9B in assets under management (2026).</p> <p>Old Mission’s client mix includes retail investors, high net worth individuals, charitable organizations, insurance companies, and corporations. A practical differentiator is the ability to pair investment advisory work with in-house trust administration through the affiliated trust company.</p> <ul> <li>Fee-only advisory services (discretionary and non-discretionary)</li> <li>Full-service investment management</li> <li>Financial and retirement planning with <a href="/plan-advisors">plan advisors</a></li> <li>Wealth management for individuals and institutions</li> <li>Trust administration and trust management via Old Mission Trust Company</li> </ul>
Website: https://www.omico.net/
Office Locations
- Traverse City, MI (Headquarters)
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $890.8M