The following attributes set us apart and position Mission Creek to provide an exceptional platform to best serve our clients:
Our dedicated professionals have extensive direct capital markets and multi-asset knowledge and expertise and have successfully navigated multiple market cycles while managing a diverse group of clients.
Exceptional Client Service and Access
We exist to serve our clients and adapt to their evolving needs. We provide a single-minded, client-focused approach with direct engagements with the firm’s senior directors. Our entire team is highly accessible at any time to our clients.
Mission Creek is fully independent and employee owned. As an independent firm, we are free to select only those investments and solutions that best serve our clients.
Mission Creek was structured to minimize potential conflicts by firmly aligning our interests with our clients. We do not wear multiple hats and exclusively focus on helping our clients realize their goals and objectives. We are not beholden to invest in any products or funds of any specific sponsor or purchasing services or securities from any related parties.
We utilize a diverse set of asset classes and strategies in our portfolio construction process and continually evaluate the appropriate balance for each specific client.
Pre-Existing Concentrated Positions
We are able to appropriately adjust exposures to incorporate pre-existing, concentrated positions within our clients’ portfolios.
ISOs, NSOs and Restricted Holdings
We incorporate clients’ incentive stock options (ISOs), nonqualified stock options (NSOs) and restricted holdings in the context of overall portfolios and provide reviews to determine the optimal option exercise timing, 83(b) elections and tax minimization strategies.
Risk management through appropriate diversification is an ongoing and key element of our approach. We also have substantial expertise in the use of options and overlay strategies as a tool for reducing portfolio or single-stock concentration risk and/or generating increased portfolio income.
Effective Tax Management
We employ sophisticated methods in seeking to improve after-tax returns through the optimized allocation of assets based on their tax efficiency between taxable and tax-deferred accounts and through the appropriate matching of realized gains and losses.