Mission Management & Trust Co.

Financial ServicesArizona, United States11-50 Employees

Mission Management & Trust Co. is an Arizona-chartered independent trust company operating in the financial services sector and based in Tucson. It provides trust, estate and fiduciary services, investment management, and securities custody, with specialty offerings such as special needs trusts, conservatorships, delegated and directed trusts, and enhanced cash management. Its client base includes families, retirement plans and IRAs, special needs or supplemental benefits trusts, religious and nonprofit organizations, and corporate and captive insurance assets.

Founded in 1994, Mission Trust is the oldest licensed trust company in Arizona and is part of the Notre Dame Federal Credit Union family. In February 2022, Notre Dame Federal Credit Union acquired Mission Trust, and in August 2022 the firm appointed Bridget O’Brien Swartz as Vice President and Fiduciary Counsel.

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