Mission Management & Trust Co.

05/29/2026

Align → Stress-Test → Act → Review. That’s the Mission Trust Planning Framework. See how it can work for you at MissionTrust.com/CFP

05/21/2026

We’re excited to introduce Ben Fredlake, Investment Officer. Ben brings a fresh perspective to financial planning, helping you align your wealth with what matters most. Learn more: MissionTrust.com/CFP

05/21/2026

Today, Bridget Swartz, Vice President & Fiduciary Counsel at Mission Management & Trust Co., will be presenting at Southwest Autism Research & Resource Center (SARRC) Professional Advisor’s Event.

The panel, Planning for The Special Needs Families in Your Practice, will focus on helping professional advisors guide families through thoughtful special needs planning.

Learn more: https://autismcenter.org/may-sarrc-professional-advisors-event

05/15/2026

Markets rebounded strongly in April as investor confidence improved and earnings remained resilient despite continued uncertainty. Read our latest Market Commentary for key insights shaping the months ahead: https://birdeye.cx/2ynvm7

05/11/2026

Bridget recently did a couple of podcasts with Elizabeth Friman of Fleming & Curti. This is the first of them, where they discuss experiences serving as a corporate trustee and the services Mission Management & Trust Co. provides!

https://birdeye.cx/hbyg86

In this podcast we give an overview of corporate and independent trustees using examples from our friends at Mission Management.

05/07/2026

Planning for a loved one’s future comes with important questions, especially for families supporting a child or adult with special needs.

On Thursday, May 21, Bridget Swartz, Vice President & Fiduciary Counsel at Mission Management & Trust Co., will serve as a panelist at Southwest Autism Research & Resource Center (SARRC)'s Professional Advisor’s Event in Phoenix. The conversation will help professional advisors better support families as they consider the legal, financial, and personal pieces of special needs planning.

We are honored to be part of a conversation centered on guidance, preparation, and care.

Learn more or register here: https://autismcenter.org/may-sarrc-professional-advisors-event

05/07/2026

Our very own Bridget O'Brien Swartz is presenting tomorrow at The American College for Financial Services Advanced Special Needs Symposium in Orlando.

Bridget, SNA Fiduciary Counsel Member and Past President, is providing a presentation on “Shared Stewardship: Aligning Families, Advisors, and Trustees Through Transition,” offering practical guidance on fostering collaboration and continuity among families, advisors, and trustees.

04/29/2026

Special needs trusts are designed to help preserve assets while protecting access to important benefits, but the tax side can add another layer of complexity.

In this month’s Mission Insights article, we look at how special needs trusts are taxed, how distributions may affect benefit planning, and why thoughtful administration matters.

Read the article: https://birdeye.cx/uevlts

04/16/2026

A challenging month for markets. A valuable reminder for investors.

March brought broad market declines, pressure on technology stocks, and continued uncertainty around inflation and global events.

While moments like this can feel unsettling, they’re a normal part of investing. Staying focused on the long term remains key.

Get a clear, steady perspective in our latest market commentary: https://missiontrust.com/march-2026-market-commentary/

04/08/2026

30 years of Trust! What an incredible milestone.

Cynthia “Cyndi” Sprague has spent three decades supporting clients at Mission Trust with care, consistency, and deep expertise.

She leads trust and custody operations, helping ensure everything behind the scenes runs smoothly and accurately for the clients and teams she supports every day.

As one colleague shared, she’s the kind of person you trust without hesitation. That says everything about the way she shows up and the impact she’s made over the years.

Thank you, Cyndi, for 30 amazing years. We’re so grateful for everything you bring to Mission Trust.