To effectively serve your best interests, a team of players comes together to bring you the best of the best. Mission Capital Management is one part of your team, acting as the money manager for your investment.

Together, you and your advisor will discuss and identify the objectives for your investment, your risk-tolerance, and any particular philosophical views you may have with respect to investing. Based on the results of this dialogue, your advisor will guide you to the appropriate investment vehicle to best serve you.

Your advisor will manage the interaction with Mission Capital Management, facilitating the required paperwork and insuring your investment is placed in the appropriate investment vehicle. Mission Capital Management and your advisor have established a seamless process of investing that ensures timely and accurate execution, a single point of contact for you and minimal intrusion on your time.

Your investment portfolio will be made up of a combination of equities, bonds and commodities (via individual securities and ETF’s) and cash held at the custodian. Our custodian, TD Ameritrade Institutional, has the credibility of thousands of customers and hundreds of billions of dollars in their care. This relationship provides the platform through which the trades are executed, and where investments are held in your name. Mission Capital Management will never have possession of your holdings — our role will always be to manage your investments through the custodian by directing the individual investments.

The custodian ultimately serves you, while you have given us the permission to execute trades on your behalf on their platform. Therefore, you always have direct access to your account with the custodian, which may include on-line access, or telephone support. Ultimately it is YOUR account with the custodian.