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Mission’s
clients entrust us with some important responsibilities, all of which
we take very seriously:
- Preserving and protecting financial and other
assets--responsibly
- Performing fiduciary responsibilities--reliably
- Investing financial assets--prudently
- Accounting for assets--accurately
- Providing each client with expert, personalized
service--confidentially
In sum, our clients must trust
Mission for us to have mutually beneficial relationships.
Your trust in Mission develops
from knowing who we are, our background, some important facets of our
operations, and the affiliated companies. You will also find it
helpful to understand some basics about independent trust companies.
ABOUT US provides you with this background information.
On the lighter side, because our clients are located across the country
and in several foreign countries, we thought you might like to have
some information about Tucson, Arizona, Mission’s headquarters.
Company Background
Combining an exceptional team of professionals with a strong daily
commitment to personalized client service, Tucson-based Mission Management
& Trust Co. offers extraordinary trust and investment services to
both a local and national clientele, and has been recognized for its
exceptional performance and service to clients through its personalized,
custom-tailored approaches to trust services.
Established in 1994, Mission
Management & Trust Co. is an independent trust company licensed,
regulated and examined by the State Banking Department of Arizona.
A member of the Association of Independent
Trust Companies (AITCO), Mission has been certified as a minority
business enterprise by several certifying entities, including the National
Minority Supplier Development Council and the Women and Minority Business
Enterprise Clearinghouse.
The first minority-woman owned
trust company in the country, Mission was founded with a three-pronged
set of objectives: (a) be a top quality trust company; (b) promote increased
opportunities for women and minorities; and (c) contribute a portion
of all revenues to charitable projects supported by clients, directors,
and staff. Mission has met those objectives so well that it has
received several awards recognizing its accomplishments.
Mission’s primary services
are investment management, domestic and global securities custody, and
personal trust. Although small compared to giant financial
institutions, Mission offers services as sophisticated as any in the
industry.
We are proud of the quality of
service we provide and of the excellent relationships we have with our
clients.
RECOGNITION
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Avon Women of Enterprise
Honoree 2000 -- Along with three other recipients,
Carmen Bermúdez received the prestigious Women of Enterprise
Award from Avon. The
award celebrates trend setters and trailblazers in the U.S. business
community: dynamic women entrepreneurs who have overcome personal
and professional challenges to launch and grow successful businesses.
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Leading Women Entrepreneurs
of the World -- Carmen Bermúdez was honored in April
of 2000 as one of forty Leading Women Entrepreneurs of the World.
The fourth annual award, as offered by The STAR Group, was sponsored
by IBM, Fortune Magazine and Chase Manhattan Private Bank.
Award recipients from around the world attended the awards ceremony
in Venice, Italy.
-
1999 Latina of the
Year -- Latina magazine
has named Carmen Bermúdez 1999 Latina of the Year in
the category of Entrepreneurship. Carmen is in good company
with other Latinas selected in the categories of Politics, Entertainment,
Fine Arts, Community Empowerment, Science, Athletics, Literature
and Media. Deborah Martinez-Lugo, an engineer, was selected
in the Science category for her work at NASA. Gloria Estefan was
selected in the Entertainment category for her success as a performer.
The ten women were featured in the September 1999 issue of Latina
magazine.
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1999 Entrepreneurial Excellence Award --
Working Woman
magazine selected Mission as a
regional award winner for the first annual Working
Woman Entrepreneurial Excellence Award in the category of
social responsibility in the Spring of 1999. Selected from
among 1200 nominated firms, Mission was applauded for using its
business resources to positively impact society. Consideration
was given to philanthropic programs and socially responsible initiatives.
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1998 Supplier of
the Year -- Mission was named 1998 Supplier of the Year
for the southwest region by the National
Minority Supplier Development Council. The award recognizes
minority-owned businesses for consistent growth and civic and community
involvement.
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Women on the Move
Corporate Award for 1996 -- In 1996, the YWCA
of Tucson recognized Mission for promoting opportunities for women
in leadership roles and for support of community activities that
benefit women and that contribute to the elimination of racism.
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1995 Athena Award
-- The Arizona State Chamber
of Commerce named Mission the recipient of the inaugural Athena
Award in 1995, designed to recognize the top firm in the State of
Arizona combining corporate excellence, promotion of opportunities
for women and commitment to community service.
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