News & Insights

One of Mission’s core services, Securities Custody, is a term widely used by the securities and banking industries, but is not commonly understood by the investing public.  So, what in the world does it mean? A “Custodian” is a financial institution (trust company, bank, brokerage firm) that keeps custody of stocks, bonds, and other assets. [...]

Customers may wonder how their assets held in trust departments are safeguarded. Here is a brief explanation of how extensive regulation, examination, and sound practices protect a trust company customer’s interests. Who supervises Mission Management & Trust Co.? Trust companies often act as both custodian and investment manager of client assets. Institutions that offer these [...]

Fiduciary duty is of the utmost importance for us at Mission – in fact, it is our mission to ensure that our clients’ best interests are protected. The segregation of client assets from corporate assets is one of the ways we protect clients’ best interests. Mission maintains and routinely tests its own internal controls and [...]

Ever wonder how financial professionals account for your assets? Every financial institution has an operations team (the “back office”) that accounts for every cent in your account. At Mission, our Operations team is local, personal and accessible. We have two full-time staff members that take a hands-on approach to posting and balancing the daily transactions [...]