Mission Management & Trust Co.  

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The new year has brought change to the team at Mission.  First, we launch Trust Officer, Connie Hillyer, into new adventures in retirement. Connie has been a foundation at Mission for more than a decade. Reliable, trustworthy, friendly, she constantly received accolades from her clients for how well she cared for them. We concur, and extend our heartfelt gratitude for her service to Mission and commitment to her clients.

Cynthia Wahlin, JD, has joined Mission as our newest Trust Officer.  She and Connie worked closely for some time before Connie’s retirement, doing their best to ensure a smooth transition for our clients.  Cynthia is a member of the Illinois State Bar.  She received her law degree from Loyola University in Chicago and her undergraduate degree from Baylor University.  Prior to joining Mission, Cynthia worked as a domestic mediator and administrator of a professional practice.  Cynthia's career has encompassed various roles in major financial institutions, including Trust Administrator and Estate Administrator for Bank One (Chase), Chicago, and Vice President of Private Banking for First Hawaiian Bank.  She is a certified mediator and collaborative law professional.

securities custody
by Chief Investment Officer, Thomas J. Feeney

Quarterly Commentary 4th Quarter 2016
January 25, 2017

The year 2016 was a year like few others.  In the hours immediately following the closing of the polls in November, major stock indexes were trading below 2015 year-end levels.  As sentiment turned on a dime from fear of a Trump presidency to celebration of the prospect for new business-friendly policies, stock prices surged over … Continue reading

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Established in 1994, Mission Management & Trust Co. is an independent trust company licensed, regulated, and examined by the Arizona Department of Financial Institutions. Mission was founded with a three-pronged set of objectives:

  • lead the field as a top quality trust company
  • promote increased opportunities for women and minorities
  • contribute a meaningful portion of all revenues to charitable projects

Mission has accomplished these objectives and continues to offer extraordinary trust and investment services to both a local and national clientele.

Consider Mission if:

  • You wish to secure your financial future with all-weather investment strategies, ones with proven track records of protecting value during down markets and growing value when it’s safer to invest
  • You need a professional, yet compassionate, corporate trustee for a family trust or foundation
  • Your organization needs financial management that will honor your fiduciary responsibilities and provide long-term growth of assets
  • Your institution needs reliable, flexible, custom-tailored securities custody service
  • You have opportunities to invest in non-traditional assets in your IRA and need a custodian to handle the assets

To learn more about us, Click Here

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