Mission Management & Trust Co.  

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investment management tucson
trust adminstration tucson

Twenty years ago this month, Mission’s Vice President of Operations Cyndi Sprague joined Mission to lead our trust operations team.  Aside from our shareholder and CEO, Carmen Bermúdez, Cyndi is the first employee to reach the two decade high water mark!  Hiring Cyndi in 1996 was one of the Mission team’s best decisions. Read more...

securities custody
by Chief Investment Officer, Thomas J. Feeney
SeekingAlpha

“Normal” Returns Are Unlikely In A Far From “Normal” Environment
May 2, 2016

Almost all investors have at least a general familiarity with the long-term performance record of stocks, bonds and cash equivalents. Over the 90-year span from the end of 1925 to year-end 2015, common stocks provided an average annual total return of 10.0%; Intermediate U.S. Government Bonds 5.3%; and risk-free U.S. Treasury Bills 3.5%.  All this … Continue reading

wealth management tucson
corporate trustee
trust company

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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flexible allocation

 

 

 

 

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