MISSION RETIREMENT

Overview

Mission Retirement operates as a small, owner-managed advisory firm focused on hands-on portfolio management for individuals and small businesses, while also serving institutional clients. The firm charges clients a percentage-of-assets fee and positions itself as a capital allocator: it builds portfolios using pooled public funds and selectively taps third-party managers where specialist exposure is needed. Core advisory services include direct portfolio management, selection of outside advisers and managers, and client education through seminars and workshops. Investment activity concentrates on public funds and mutual funds as the primary building blocks of client portfolios, supplemented by targeted allocations to commodity and energy-related strategies when the firm needs non-correlated or sector-specific exposure. Mission Retirement is not an active ESG investor and is not set up as a multi-state adviser or pension consultant. The firm also maintains an affiliation with an insurance company, which can influence product selection and planning solutions offered to clients.

Assets & Accounts

Investments & Alternatives

Location & Offices