Mischler Financial Group
Financial ServicesCalifornia, United States51-200 Employees
Mischler Financial Group is a boutique financial services firm operating as a broker-dealer and investment bank that serves institutional clients in US equity and debt markets. Founded in 1994 and based in Irvine, California, it is noted as the oldest diversity-certified broker-dealer owned and operated by service-disabled veterans, holding several certifications. The firm provides capital market services including new issue underwriting and syndication, agency-only trading, and cash and asset management for liquid and alternative strategies. Its client base includes leading institutional fund managers, Fortune corporate treasurers, state and local governments, public plan sponsors, endowments and foundations. Certifications include SDVOSB, MBE, SDVOBE, SDVOB in New York, and VBE in Ohio. A notable development in its recent history is a 2020 partnership with BlackRock to register a dedicated Mischler share class and related BlackRock funds.