Mission has been providing institutional services since inception. Clients have included corporations, foundations, social service organizations, and religious groups.

If your organization is in need of Investment Management or Securities Custody, Mission has you covered.

Although we provide services to all types of institutions, Mission Management & Trust Co. has an in-depth history of working with non-profit organizations and religious institutions (Click Here For More Information On Religious). From cash management for a school to preserving a retirement fund for a congregation to protecting a family foundation, Mission thoroughly understands the financial underpinnings of the tax-exempt sector and the importance of capital preservation.

Our highly customizable investment and administrative services and personal approach will give your organization financial peace-of-mind, allowing resources to be focused on better serving the community.





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