Why Trust Mission
Abundantly transparent. Extraordinarily ethical. Exceptionally caring.
Always a Fiduciary
As a trust company, our business is being a fiduciary. We are held to higher standards than brokers or registered investment advisors. You can trust Mission to act in your best interest. We don’t sell products, or push the latest fad from Wall Street. We honor our fiduciary duties of care, loyalty, impartiality, reporting, prudence and confidentiality. We avoid conflicts of interest.
We Keep Your Assets Safe
Mission’s fiduciary culture keeps your assets safe. Our ethical standards, commitment to excellence, operating systems, internal controls, checks and balances, internal audit, disaster recovery and succession planning all play a role. Read more about how we keep your assets safe.
Client assets are held separately from Mission’s corporate assets. Clients retain ownership of assets. Unlike bank deposits or brokerage firms, client assets are not subject to the claims of Mission’s creditors. Read more about how we segregate client and corporate assets.
“It is the integrity of the organization itself that is its ultimate safety…it is most important to be familiar with the kind of people running the firm.”
Peter DeCicco, Investment Consultant
A Regulated Financial Institution
You can have confidence that your assets are safe with Mission, as a state-chartered financial institution. Mission is more completely examined—annually by the Arizona Department of Financial Institutions—than giant banks, brokerage firms, or SEC registered investment advisors.
When a Client Trusts Mission
After a life-altering diagnosis, a retired bank executive and his wife needed a plan for incapacity. Even though his former bank offered discounted fees, they chose Mission as trustee. Mission cares in ways the big banks don’t.
Mission believes in abundant transparency. Our fiduciary or investment management fees are based primarily on a fixed percentage of the assets under management in an account. We offer fair fee schedules with competitive minimum annual fees for clients with:
- Revocable or irrevocable trusts of over $500,000 in managed assets
- Special needs trusts of over $500,000 in managed assets
- IRAs (including traditional, Roth, Simple or SEP) of over $500,000 in managed assets
- Self-Directed IRAs (including traditional, Roth, Simple or SEP) of over $1,000,000 in assets that include alternative investments
- Estates of over $200,000 in assets for fiduciary services
- For securities custody, institutional portfolios of over $1,000,000 in assets. Fees for securities custody portfolios include transaction charges.
Contact us to learn more.
Professional Standards and Affiliations
We value continuing education in our field to stay on top of changing regulations and industry developments. Our affiliation with the following organizations is part of our ongoing commitment to both professional and client education. We also host or sponsor continuing education for other professionals in the community.