Mission Management & Trust Co.  

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As Mission’s staff members joined our team over the years, we were each inspired by the personal story and commitment to Mission’s success that our Chairman and CEO Carmen Bermúdez shared with us.  To hear more about the passion that drives her and inspires us, watch Carmen in her recent appearance on “Arizona Horizon,” an Arizona PBS show hosted by Ted Simons.  It will warm your heart. Click the photo below to view the interview.


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

Is 7 an Unlucky Number?
August 3, 2017

Interviewed on CNBC Wednesday, UBS’s Art Cashin, a great market historian, indicated that in years that end in “7”, market declines have often begun in August’s first three weeks. I explored that claim for the Dow Jones averages back to the Dow’s initiation in the 1880s.  Hand-drawn daily graphs produced by the late Richard Russell … 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

View and download our brochure.

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