Investment Management
Empowering your financial future through expert investment management services
Missions Services LLC - Investment Management
Address:
1311 Stone Meadow Way, Vienna VA 22182
Phone: (010) 301-710-5561
Email: info@missionsservices.com
Missions Services LLC is a Virginia state-registered investment advisory (RIA) firm dedicated to managing client assets with integrity and expertise. Our firm is led by Zhaogang Qiao, a seasoned charted financial analyst (CFA) with a robust academic background and extensive experience in investment.
Our Services
We specialize in discretionary investment management for individual clients, with a minimum account size of $50,000.
Investment Management: Clients authorize us to manage investments independently under a formal Investment Management Agreement. Portfolios are primarily focused on U.S. equities, complemented by select international equities, bonds, mutual funds, and ETFs to enhance investment opportunities. We do not employ market timing, technical analysis, or leverage speculative strategies.
Investment Philosophy
We follow a disciplined, fundamental value investing approach. Our strategy focuses on identifying productive, cash-generating assets through rigorous business analysis and a long-term perspective. We deliberately avoid speculative trends, including glamour stocks, cryptocurrency, and other market fads. Investment decisions prioritize intrinsic value, durability, and risk-adjusted returns.
Why Choose Us?
Explore our latest firm brochure on Missions Services LLC's investment strategies that align with your financial goals.
Historical Investment Performance: Identifying a proficient investment manager/advisor is as challenging as selecting stocks, with both requiring stringent scrutiny and judgement. Although past performance is not indicative of future results, it remains a critical measure for assessing the effectiveness of investment managers. Please refer to the annual letters in the About US page for our performance since inception.
Partnership Philosophy: We treat the client-advisor relationship much like a marriage, emphasizing long-term commitment, mutual trust, and shared goals. This approach highlights the importance of aligning interests and building strong, lasting relationships with clients.
Transparency: We believe in open communication and transparency with our clients regarding our investment strategies and the risks involved.
Performance-Based Fee Structure: We offer a performance-based fee schedule for high-net-worth clients. This fee structure aligns the advisor’s compensation directly with client success, incentivizing the advisor to perform at its best. We only receive fees after achieving an annual return of more than 5% of assets under management.
Ethical Standards: As a CFA charterholder, we uphold the highest standards of integrity by adhering to the CFA Institute's Code of Ethics and Standards of Professional Conduct in all professional and ethical matters.
Compensation and Custody
We receive no commissions and is compensated exclusively through client fees—either a flat rate or a performance-based structure with a 5% hurdle rate, high-water mark and full clawback provisions. Client assets are securely held at Interactive Brokers, an industry-leading third-party custodian.
For more information about our services, or to schedule a consultation, please contact us at Info@missionsservices.com or call us at (010) 301-710-5561.
Visit the official Securities and Exchange Commission (SEC) website at https://adviserinfo.sec.gov (Enter CRD Number: 297612 to find us)