Customers want to know their money and investments are managed well and will lead to
future financial security for themselves and for their families. A well-written mission statement earns the
trust of current and prospective clients by defining goals that speak to this need. Show your customers how
their finances are secure with a mission statement that tailors your services to their needs.


See the differences in missions between various types of banks, from community-sized to
global giants.

Insurance Companies

Find ideas here that help showcase the insurance options your business provides to
protect assets and investments from potential loss.

Real Estate Investment Trusts(REITS)

These descriptions help you define what type of REITs your business offers and the process used to invest in such properties.


Use these samples to help generate ideas and clarify how your company manages business documents, assets and investments.

Investment Services

Start with these examples to help explain how your firm grows portfolios and expands businesses.