The Old Mission Investment and Trust Companies have brought together a diverse group of professionals with backgrounds in tax, strategic investment management, trusts and estates, and total wealth management. Our professionals are fluent in both time-honored investment management and wealth transfer strategies and actively participate as your partner in achieving your personal financial goals. We work closely with your other tax and legal professionals and serve as the center of your multidisciplinary team of wealth management professionals.
Keith Olshove, AIF®
Senior Vice President
Keith Olshove is a Senior Vice President with Old Mission Investment Company, and serves as the Chairperson of the Retirement Plan Investment & Consulting Group. Keith provides corporate and not-for-profit retirement plan consulting services providing plan sponsors comprehensive advice in the following areas: investment advisory services including investment selection, monitoring and performance reporting, plan design consulting, vendor searches and proposal coordination, fiduciary best practices, as well as employee education services.
Keith earned his bachelors degree in finance from Western Michigan University after transferring from Northwestern Michigan College and also completed the Cannon Financial Institute's Trust School at Pepperdine University in California. Keith began his career as an investment advisor with a national brokerage firm in 1987. In 1991 he joined the trust department Northwestern Bank as a Personal Trust Officer. Keith was responsible for the formation and development of the bank's 401(k) and qualified plan services department. Under his leadership, they grew from a single plan to the largest full service 401(k) provider in northern Michigan; serving over 80 businesses with 6000 employees and assets in excess of $300 million. As the department's mutual fund specialist his responsibilities included the screening and selection of mutual funds for use across the department in personal accounts as well as 401(k) plans.
In addition, Keith serves on the Investment Committee of Old Mission Investment Company, and will join the Trust and Investment Committee of Old Mission Trust Company providing guidance in terms of security selection, manager search and evaluation, and asset allocation assistance to our clients. As a member of the Old Mission Investment and Trust Companies, Keith continues to pursue educational opportunities in the areas of institutional consulting, investment trends, and qualified plan administration. He is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and is currently preparing for his final examination to earn the retirement plan industry's respected Accredited Investment Fiduciary (AIF®) designation. Keith is a long-term resident of the Traverse City. He is a charter member of the Traverse City Economics Club, a volunteer for the Junior Achievement educational outreach and appears regularly as a guest lecturer in the microeconomics classes at Northwestern Michigan College.
Keith enjoys skiing, golf, time on the water with his family and still tries to keep up with the young guys on the basketball court.