Mission Investments LLC, A Boutique Investment Advisory Firm

OUR MISSION	INVESTMENT APPROACH
Mission Investments seeks to provide professional quality investment management services to individuals, non-profits and community bank trust departments; and to fulfill the role of a good corporate neighbor by supporting grass-roots charities.	Mission follows a total return approach to investing. Asset allocation is generally the most important determinant of performance. Equities are the growth engine of a portfolio and bonds provide some safety and periodic cash flows.
EQUITIES	BONDS
Mission's investment style is large-cap core. This means the bulk of our approach uses large, well known, high quality companies. We diversify our portfolios with mid-cap, small-cap, int'l, REIT and gold exposure using Exchange Traded Funds (ETF's).	Mission builds "laddered" bond portfolios using only investment grade bonds with maturities selected to match the client's investment time horizon.

Founder:	Michael H. Rose, CFA
Investment Style:	Large-Cap Core
Located:	Downtown Chicago near Millennium Park
Address:	205 N. Michigan Avenue Suite 2600 Chicago, IL 60601
Phone:	312.701.1771 or toll free 888.701.1771
Contact:	info@missioninvest.com
Form ADV Part II is available by request. Investments have principal risk.

Charities