# Old Mission Investment Company, LLC
Source: https://planprovider.pro/provider/old-mission-investment-company-llc

> From its base in Traverse City in Northern Michigan, Old Mission Investment Company, LLC works with individuals and organizations on investment management an…

Retirement Plan Advisor

Traverse City, MI

## 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/](https://www.omico.net/)

## Office Locations

- Traverse City, MI (Headquarters)

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $890.8M

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