Your family will thank you.
OM
OLD MISSION INVESTMENT COMPANY
OLD MISSION TRUST COMPANYMany elements need to come together
for a wealth plan to achieve its
objectives. The more layers, the more
carefully it needs to be constructed, and
unexpected storms can disrupt even the
best-laid plans. To increase the
likelihood of success, Old Mission
Investment and Trust brings together
professionals with diverse perspectives
and expertise to build tailored wealth
plans designed to stand the test of time.
It’s the little things that matter most.
We combine investment management
with efficient trust planning to achieve
results for your family other firms simply
cannot deliver.
Talk with us. Your family will thank you.
- Trust Administration
- Family Wealth Philanthropy
- Special Needs Trusts
- Multi-Generation Trust Administration
- Retirement Planning
- Investment Management
- Business Retirement Plans
- Multi-Family Office Services
- Estate Settlement
- Privately Owned and Independent
Not your typical wealth management firm.
Traverse City - Alpena - Sioux Falls - Saginaw880 Munson Avenue, Suite B, Traverse City Michigan 49686
Ph: 866-587-4100 or 231-929-4100
Web: omtrust.comChristopher M. Lamb, CIMA®, CTFA®
Robert W. Stibbs, CPA, CFP®
Kurt A. Schuler
Jeffrey A. Johnson
Keith P. Olshove, AIF®
Susan S. Wipperman, JD, CFP®
Lindsay A. Fitzpatrick, CFP®
Carey Stibbs Tafelsky
Jo Ann B. Hudson
Tina M. Livermore
Pamela J. Galla