WE OFFER INDIVIDUALIZED INVESTMENT STRATEGIES AND
SOLUTIONS FOR CHANGING OPPORTUNITIES

Our mission is to build highly individualized and collaborative relationships with
our clients based on open dialogue, knowledge and integrity…

ABOUT MISSION CREEK

Mission Creek is an innovative and independent investment advisory firm based in San Francisco providing focused investment management and planning strategies and solutions for institutional clients, individuals, families, executives, entrepreneurs, and other investment advisors.

We service clients throughout California, the U.S., and globally.

What We Do

Our differentiated investment and advisory services include individualized wealth
management and planning, private equity distribution management,
and concentrated stock transition strategies and solutions.

INSTITUTIONAL SERVICES

Mission Creek provides comprehensive private equity distribution management strategies to best preserve and enhance the value of securities distributed by private equity and venture capital funds. We work with select institutional limited partners, advisors, pension plans, fund-of-funds, university endowments, foundations, and family offices.

WEALTH MANAGEMENT

Mission Creek provides customized private wealth management, advisory and financial planning services on a discretionary basis for individuals, families, executives and entrepreneurs. Our mission is to preserve, grow and perpetuate client wealth based on a comprehensive review of our clients’ investment requirements, risk tolerances and objectives.

What We Believe

Mission Creek’s approach is based on principles established and enhanced
through decades of direct financial market experience.

We focus on key areas we believe have the most positive impact to help our clients achieve their
goals and objectives, namely asset allocation, risk management, downside mitigation,
transparency, minimized implementation costs, and effective tax management.
  • Investment approach grounded in tested theory and real-world experience
  • Disciplined investment and portfolio implementation
  • Asset allocation is key in balancing our clients’ return objectives, time horizons and risk tolerances
  • Investment strategies designed to provide long term value over wide range of economic and financial market conditions
  • Appropriate diversification is fundamental to risk management
  • Higher risk does not necessarily equate to higher returns, yet higher returns almost always equate to higher risk assumptions
  • Investors should be compensated for assuming risk
  • Investors should consistently search for the optimal risk and return trade-off
  • Implementation costs are a detractor of overall investment returns
  • Taxes have a substantial impact on returns, particularly for private clients
  • Tax deferral strategies are integral to enhance after-tax returns
  • Combination of active and passive strategies creates optimal balance between diversification, reduced costs and greater tax management flexibility
  • Clear and consistent communication of realistic expectations forms the foundation of a successful long-term relationship
  • Our guiding principles form a solid and broad foundation amid constantly evolving markets and are instrumental in consistently meeting the diverse needs of our clients

Who We Serve

Mission Creek’s clients are sophisticated investors requiring specialized and differentiated strategies and solutions. Our clients are located across California, nationwide and globally.

We provide our investment and advisory services to a diverse client set including:

The Mission Creek Advantage

Dedicated
team

Our dedicated team of professionals has extensive capital markets expertise navigating multiple economic and market cycles while managing a diverse set of client objectives.

Exceptional client
service AND access

We provide a single-minded, client-focused approach with direct engagement with the firm’s senior team.

Unconflicted, fully
independent platform

As an independent firm, we are structured to minimize conflicts and align our interests with our clients. We are not beholden to purchase or sell products or services from related parties and are only compensated by our clients.

Customized
strategies

We utilize a diverse set of strategies in our investment approach and continually evaluate the appropriate balance for each client.

Fiduciaries

Mission Creek holds itself to the fiduciary standard-- to act solely in our clients' best interests when offering financial advice. A fiduciary represents the financial industry’s highest standard of care.

Risk
management

Risk management is a key element of our approach. We have substantial expertise with strategies to reduce risk and generate additional income.

Effective tax
management

We seek to improve after-tax returns through optimized allocation of assets and the appropriate matching of realized gains and losses.

ISOs, NSOs AND
restricted stock expertise

We have specific expertise incorporating employer-based option grants and restricted shares in our clients’ overall portfolios and helping to determine the optimal exercise timing and tax deferral strategies.

Concentrated stock
management

We can appropriately adjust exposures to incorporate pre-existing, concentrated stock positions and have specific expertise with hedging and transition strategies.

Our guiding principles are based on a broad foundation of experience
which provides clarity when it matters most…

Our Leadership Team

Mission Creek’s leadership team has nearly 100 years combined of financial planning,
capital markets, alternatives and operational experience navigating
multiple economic and market cycles to best meet
our clients’ diverse goals and objectives.

Our entire team is single minded to help our clients achieve their goals and objectives.

meet the team

News & Updates

Generative AI Applied to Sourcing and Procurement: 3 Use Cases

Sourcing and procurement processes may be on the brink of major advances as solutions providers continue to add generative AI functionality to their tools

The Fed Gears Up to Show Its Hand: One Cut, Two or None at All

Debates around the interest-rate path may obscure greater cohesion over the Fed’s current wait-and-see stance

Inflation Eased in May, Improving the Odds of a 2024 Rate Cut

Core prices that exclude volatile food and energy items posted their smallest year-over-year rise since 2021

Get In Touch

If you have questions, would like more information, or would like to schedule a call or meeting.

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