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Mischler Financial Group, Inc.


Mischler Financial Group is certified as a Service Disabled Veteran Business Enterprise and a Small Business by the Department of General Services Office of Small Business Certification and Resources, the California State Treasures office and various other Governmental Agencies throughout the United States.

Mischler Financial Group has long standing relationships with most of the major securities firms on Wall Street and has access to virtually all investment grade securities in the New Issue as well as the secondary markets. Mischler Financial Group clears all trans­actions on a fully disclosed basis through a primary dealer, which provides an added element of protection to client’s funds and securities. Mischler Financial Group serves a broad client base including state and local govern­ments, financial institutions, insurance companies, hospitals, universities, private and public pension funds.  they  understand and support the special needs of investment professionals of all types including domestic and international money managers.

Mischler Financial Group can help both public and private entities satisfy the new federal laws and regulations regarding Disabled Veteran Business Enterprise and Small Business goals/requirements by offering value added services in the financial services sector. Mischler Financial Group has developed The American Veterans Liquial Asset Fund through an exclusive relationship with Financial Investors Trust, a U.S. Government money market fund, designed for money market float needs.  This fund is managed by State Street Global Asset Management, is highly competitive in yield and is rated as number one by Standard and Poor.  The investment objective of the Fund is to seek as high a level of current income as is consistent with preservation of capital and liquidity.

Mischler Financial Group offers financial services designed to make it easy and safe for private and public institutions to direct business to a Service Disabled Veteran Business Enterprise and to satisfy the new federal laws and regulations regarding Disabled Veteran Business Enterprises. Company offers services such as Bonds, Stocks, Annuities, Money Market Funds, Cash Management Programs, and Veterans Educational Funding.

Many of the company clients use fixed and variable annuities as an integral part of their investment strategies.  There are several different types of annuities that can effectively provide very competitive returns, enhanced earnings, and protections against the downside of equity markets.  Before offering a specific annuity they research their financial rating, claims paying abilities, costs and returns so as to recommend only annuities from the top rated insurance companies.

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