What We Do

Trust & Estate Services, Asset Management, Securities Custody

Coupling experience & compassion to handle your financial life.

We Give You Peace of Mind

With Mission, you know that you, your family and your assets are safe and secure. 

You have more time for gardening, golf, grandchildren, going places, and just about anything else.  To achieve that peace of mind, call or contact us.

Why Mission?

Trust & Estate Services.  Asset Management.  Securities Custody.  Technically, that’s what we do, but what we really do is way more important.  As a specialized and independent company, we:

  • Worry about your financial health so you don’t have to.
  • Listen—to what you want and what matters to you.
  • Manage your financial affairs when you don’t have anyone else to do it for you.
  • Take care of your loved ones after you’re gone.
  • Protect you from fraud, excessive expenses, and families fighting over money.
  • Preserve family relationships through impartial decision-making.
  • Ensure your legacy survives for future generations and charity.

Trust & Estate Services

Experienced and Compassionate Trustee and Fiduciary

Mission serves in a fiduciary capacity such as trustee, co-trustee, personal representative, and IRA agent.  You may need assistance with a grantor trust, revocable trust, irrevocable trust, special needs trust, estate settlement or conservatorship, or a charitable trust. 

We stay on top of all the details.  Gather, inventory and appraise assets.  Pay bills.  Maintain homes.  Keep accurate records.  Report to you and your beneficiaries.  Invest prudently.  Distribute assets. 

Mission does all that—and more.

Clients Trust Mission

“Both our CPA and our attorney recommended Mission.  Mission has been a caring organization that seeks the best interests for its clients.  We could not be more pleased.”

Ben and Martha C.

Asset Management

Grow and Protect Your Assets over the Long Term

Mission manages investment portfolios.  Our strategies range from conservative to aggressive depending on your objectives.  We manage client assets in separate portfolios using individual securities and exchange-traded funds (ETFs). 

Adhering to the highest fiduciary standards, we assist with risk assessment, investment objectives and portfolio planning.  Determine asset allocation.  Inform you about economic and market conditions. 

Mission does all that—and more.

Securities Custody and IRA Custodian

Customized Solutions and Easy to Work With

Mission serves as an IRA custodian and securities custodian for institutional investors.  Safe and secure, we settle trades reliably.  Account correctly for pension portfolios.  Customize reporting.  Collect income owed to the portfolio.  Provide online portfolio review.  Prepare appropriate tax reporting.  Accept non-traditional and alternative assets. 

Mission does all that—and more.

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