- (Agent or Trustee)
Mission's investment
professionals are dedicated to assessing each client's
risk tolerance, income requirements, time horizons,
and tax situation to develop and implement an investment
strategy uniquely suited to that client. Management
of client portfolios may be handled through individually
tailored portfolios or select mutual funds, depending
on the client's needs. Mission also offers specially
designed portfolios for investors who reside outside
of the United States. Mission respects each client's
social responsibility criteria structuring individual
investment portfolios.
-
-
- (Trustee)
Mission's staff
has the expertise and experience to administer all aspects
of your estate and investment management plans.
We will design services to meet your individual needs,
with a special emphasis on estate planning strategies.
As an independent trust company that is based
in Tucson, Mission will be responsive to your needs
and requests with flexible, creative solutions.
Decisions about your relationship will be made quickly,
right here in Tucson. Our proactive team of trust
professionals will work to develop a close personal
relationship with you.
- (Custodian)
Mission provides custody services
as sophisticated as any available in the industry, while
maintaining the highest level of financial security.
In addition to reporting that is customized to meet each
client's accounting needs and preferences, Mission also
provides unitized and sub-accounting, on-line reporting,
global custody, performance measurement, institutional brokerage
trading services, short-term investment alternatives, and
securities lending. To provide the ultimate in client
service, Mission tailors its efforts to each client's unique
needs and expectations.
-
- (Directed Trustee,
Custodian and Investment Management)
Mission may serve in a variety of
capacities to support your organization's needs as they
relate to employee benefit plans or charitable trusts.
Ranging from being the custodian to investment advisor to
a directed trustee, Mission's staff has the experience and
knowledge upon which you can rely.
- Retirement & IRA Rollovers
- (Custodian and Investment
Management)
More companies are giving their retirees
the option to manage their own retirement assets.
With increasing employment mobility, individuals need to
ensure that they have an effective strategy for lump-sum
distributions from pension, 401(k), or profit-sharing plans.
Mission will help you evaluate the options available and
will provide professional administration and investment
management as trustee for rollovers.
-
- Conservator & Estate Settlement
Services
- (Conservator or Personal
Representative)
Mission knows that protecting your
family through proper estate settlement--often a complicated
and time consuming process--is important to your peace of
mind. Mission is qualified and authorized to act as
personal representative (executor) of your estate and to
serve as court appointed conservator to handle the financial
affairs of minor children or incapacitated adults.
-
- (Trustee, Custodian
and Investment Management)
Numerous tax advantaged alternatives
exist in making gifts that meet the needs and desires of
both donors and recipient charities. These alternatives
include cash gifts, gifts of securities or other marketable
assets, gift annuities, charitable remainder trusts, pooled
income funds, and more. Mission can assist you in
evaluating which are best suited to your individual needs.
Mission also is available to consult with charities for
evaluation of a specific donor's needs. Professional
trust administration provided by Mission will instill confidence
in donors and charities that each of their special interests
will be recognized and considered.
- Electronic mail
- General Information: info@missiontrust.com
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