Mission Management & Trust Co.

What Mission Management & Trust Co. does

Mission Management & Trust Co. is an Arizona-chartered independent trust company founded in 1994 and headquartered in Tucson, with a secondary office in Phoenix. Since February 2022 it has operated as a wholly owned subsidiary of Notre Dame Federal Credit Union, serving as the trust headquarters of the Notre Dame FCU family of entities (which also includes Mission Insurance Solutions and Mission Investment Services). The firm holds state trust powers and is regulated by the Arizona Department of Insurance and Financial Institutions, with an unblemished audit record since inception.

The company operates three service lines: Trust & Estate Services (trust administration, estate settlement, special needs trust administration, conservatorships, and IRA Limited Power of Attorney); Asset Management (flexible "all-weather" portfolios using quantitative, evidence-based models); and Securities Custody (institutional portfolios above $1M, including offshore and captive insurance structures). Its technology stack is built around the third-party Global Wealth Access platform for 24/7 client account access, supplemented by proprietary features such as a Limited Power of Attorney for IRAs and multi-tiered investment accounting for complex entity consolidation.

Mission Trust generates revenue primarily through recurring percentage-of-AUM fees on revocable and irrevocable trusts, special needs trusts, IRAs, and estates, plus transaction-inclusive basis-point fees on institutional securities custody accounts. Customer segments span high-net-worth families, special needs trusts, religious and non-profit organizations, retirement assets, and corporate/captive insurance entities. Distribution is through direct office sales in Arizona, professional partner referrals from estate planning attorneys, CPAs, and financial advisors, and complimentary continuing education courses co-hosted with Cannon Financial Institute and the American Bankers Association — a relationship-driven model with no call centers or 800-number routing.

Name

Mission Management & Trust Co.

Legal name

Mission Management & Trust Co.

Website

https://missiontrust.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

11–50 employees

Short description

Mission Management & Trust Co. is an Arizona-chartered independent trust company founded in 1994 and a wholly owned subsidiary of Notre Dame Federal Credit Union, providing trust and estate services, asset management, and securities custody to high-net-worth families, special needs trusts, nonprofits, and institutions.

Ownership category

akta.pro rank

Product category

Trust and Fiduciary Services

NAICS

Trusts, Estates, and Agency Accounts (525920), Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Trust Administration & Fiduciary Accounting Services (FSAAANAF)

akta.pro secondary industries

Personal & Family Trust Services (FSAAANAA), Estate Planning, Trust Structuring & Governance (FSAAADAF), Corporate & Institutional Trust Services (FSAAANAB), Guardianship & Conservatorship Services (FSAAANAG)

Keywords

• Trust administration services
• Estate settlement services
• Fiduciary asset management
• Securities custody services
• Special needs trust administration

Headquarters

HQ city

Azusa

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Fiduciary/Investment Management Fees: Fees are based primarily on a fixed percentage of assets under management in an account. This is the primary revenue stream, with fees calculated on the total value of managed assets across all account types.
2. Securities Custody Fees: Fees for securities custody portfolios include transaction charges in addition to basis-point fees on assets under custody. Applied to institutional portfolios of over $1,000,000 in assets.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Mission Management & Trust Co. is an Arizona-chartered independent trust company providing trust and estate administration, asset (investment) management, and securities custody services. It serves high-net-worth individuals, families, and institutional clients with personalized fiduciary services including revocable and irrevocable trust administration, estate settlement, special needs trusts, IRA custodian services with Limited Power of Attorney, and quantitative evidence-based investment management.

Differentiator

Problem solved

Functional benefit

Products and services

• Trust & Estate Services Independent trust company services for revocable and irrevocable trusts, estate settlement, conservatorships, and trust administration for high-net-worth families, special needs beneficiaries, and institutional clients.
• Asset Management Investment management services using quantitative, evidence-based, data-driven models and flexible all-weather strategies designed to navigate portfolios through market and economic uncertainty. Targets individuals, families, and institutions seeking long-term wealth preservation.
• Securities Custody Custom-tailored securities custody solutions for institutional portfolios exceeding $1,000,000 in assets, including multi-tiered investment accounting and consolidated reporting for complex entities and offshore captive insurance structures.
• IRA Custodian Services with Limited Power of Attorney Custodian services for Traditional, Roth, SIMPLE, and SEP IRAs where Mission Trust serves as an agent under a limited power of attorney, authorizing decisions about IRA investments and processing Required Minimum Distributions. Designed for clients with significant IRA assets who need professional management during incapacity.
• Special Needs Trust Administration Specialized administration services for first-party and third-party special needs trusts, collaborating with family members, agents, attorneys, and specialists to serve beneficiaries while preserving access to means-tested public benefits such as SSI and Medicaid.
• Direct Indexing Investment Capability Investment capability for managing and diversifying large concentrated stock positions, reducing the tax impact of embedded capital gains, and enhancing portfolio customization. Complements expanded planning services.
• Donor-Advised Charitable Giving through American Gift Fund Charitable giving service partnering with American Gift Fund, a donor-advised fund sponsor, allowing clients to streamline charitable giving, enhance tax planning strategies, and create enduring philanthropic legacies in a flexible, personalized way.

Quantifiable outcome

• Reduced annual trust expenses by 30% for special needs trust beneficiary through introduction of new care providers
• +2 more outcomes

Named customers7 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature4 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• American Gift FundcoreStrategic or Co-development PartnerNew partnership with American Gift Fund, a donor-advised fund sponsor, allowing clients to streamline charitable giving, enhance tax planning strategies, and create enduring philanthropic legacies in a flexible, personalized way.
• American Bankers AssociationminorOthersProfessional affiliation providing continuing education courses in trust and estate taxation, fiduciary duties, and newest case law developments for Arizona practitioners.
• Cannon Financial InstituteminorOthersProvider of complimentary CE courses hosted by Mission Trust for estate planning and tax practitioners in Arizona.
• Arizona Fiduciary AssociationminorOthersProfessional membership organization for trust professionals in Arizona. Mission Trust team members maintain education and stay informed through membership.
• National Academy of Elder Law Attorneys (NAELA)minorOthersNAELA is a nonprofit organization dedicated to equipping attorneys for complexity of serving older adults, people with disabilities, and their families. Mission Trust VP Bridget O'Brien Swartz served as President of NAELA's 2023-2024 Board of Directors.
• Special Needs AllianceminorOthersProfessional organization of attorneys dedicated to special needs planning. Bridget O'Brien Swartz is a member of the Special Needs Alliance.
• American College of Trust and Estate Counsel (ACTEC)minorOthersProfessional organization for trust and estate counsel. Bridget O'Brien Swartz is a Fellow of ACTEC.

Scale indicators4 records

Recent moves9 records

Expansion highlights5 records

Direct peers

• Argent Financial Group: Argent Financial Group is an independent, employee-owned trust and wealth management firm operating across the Southeast and South Central U.S. It is comparable to Mission Trust as a regional independent trust company combining personal trust, estate, and investment management for HNW clients and institutions.
• Glenmede: Glenmede is an independent investment and trust firm serving HNW individuals, families, and institutions. It is one of the closest direct comparables to Mission Trust: independent ownership, trust administration plus discretionary asset management, and a fiduciary culture that emphasizes long-duration client relationships.
• Fiduciary Trust International: Fiduciary Trust International is a privately held trust and investment management firm serving HNW families, endowments, and foundations. Its service mix — personal trust administration, estate services, investment management, and custody — closely mirrors Mission Trust's three-pillar offering.
• National Advisors Trust Company: National Advisors Trust is a custodian and directed trustee serving independent RIAs and trust companies nationwide. It is comparable as a back-office trust and custody platform, though its directed-trustee model serves other advisors rather than end HNW clients directly.
• Reliance Trust Company: Reliance Trust is a subsidiary of Fidelity National Information Services providing institutional trust, custody, and retirement plan services. It is comparable to Mission Trust's securities custody and IRA custodian capabilities, particularly for institutional and corporate trust clients with non-traditional needs.
• Oakworth Capital Management: Oakworth Capital Management is an independent wealth advisory and trust services firm serving HNW families, foundations, and business owners in the South and Midwest. It is comparable as a mid-sized independent firm combining personal trust, estate, and investment advisory services under a fiduciary model.

Broad incumbents

• Northern Trust: Northern Trust is a global financial services firm with a large Wealth Management division offering personal trust, estate, and investment services to HNW clients. Its CEO Thomas Gryp's prior role at Northern Trust's Scottsdale office also makes it a talent-source comparable, though it operates at vastly greater scale and breadth than Mission Trust.
• Bessemer Trust: Bessemer is a large, family-owned private trust and wealth management company serving ultra-HNW multigenerational families. It is comparable to Mission Trust as an independent, fee-only trust specialist that prioritizes fiduciary standards over product sales, though it operates at materially greater scale and a national footprint.
• Brown Brothers Harriman: Brown Brothers Harriman is a privately held global financial firm with a Wealth Management division offering personal trust, estate, and investment management to HNW families. It is comparable as an independent, partner-owned fiduciary firm, though materially larger and globally diversified.
• Wilmington Trust (M&T Bank): Wilmington Trust is a large provider of personal trust, estate, and investment management services within M&T Bank. It is comparable as a full-service trust and wealth platform with deep fiduciary capabilities, particularly on the East Coast, and competes for similar HNW and institutional trust mandates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/MissionManagementandTrust
• LinkedInlinkedin.com/company/missiontrust

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mission Management & Trust Co.