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All your banking needs in one package
Designed especially for our most valued clients, Private Banking simplifies financial management for affluent individuals and their families. Private Banking tailors creative financing solutions to your unique financial needs.
As many of our clients have discovered, complex circumstances generally call for a carefully conceived blend of investment and general banking solutions. Our Private Bankers ensure that the necessary banking services for your particular credit, brokerage or transactional needs are furnished in the integrated fashion you expect from your financial services provider.
We customize plans for your unique circumstances rather than use a pre-packaged set of banking products off the shelf. That's why our Private Bankers serve more as "problem solvers" and "trusted advisers." They are professionals who are interested in creating fresh and relevant solutions for your particular situation because no two situations are alike. You'll find our consultative approach to Private Banking solutions a distinguishing difference at The Commerce Trust Company.
Private Banking Services by Commerce
| Customized Credit |
| • | Business Purposes Loans |
| • | Equipment Financing |
| • | Letters of Credit |
| • | Personal Line of Credit |
| • | Mortgages for Primary and Vacation Homes |
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| • | Home Equity Loans |
| • | Loans Secured by Marketable Securities |
| • | Temporary Construction Loans |
| • | Aircraft & Yacht Financing |
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| Highly Personalized Banking Services |
| • | Online Banking |
| • | Personal Checking |
| • | Private Options - all the banking services you need in one money-saving package |
| • | Money Market, Savings, & CDs |
| • | Platinum Private Banking Visa Credit Card |
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| • | Foreign & Domestic Wire Transfer |
| • | Foreign Currency Exchange |
| • | Safe Deposit Boxes |
| • | Gold VISA or Mastercard |
| • | Platinum Private Banking VISA Check Card |
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| Investment Management |
| • | Estate & Tax Planning |
| • | Customized Portfolio Management |
| • | Trust & Fiduciary |
| • | Investment Securities* |
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| • | Business Advisory & Valuation |
| • | IRAs, Rollovers |
| • | Brokerage Services* |
| • | Employee Benefits |
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| Treasury |
| • | Overnight Automatic Investments |
| • | Receivables & Payables Management |
| • | Information Reporting |
| • | Electronic Funds Transfers |
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| • | Bus. & Not-For-Profit Org. Accounts |
| • | Corporate Cards |
| • | Merchant Bankcard Processing |
| • | Payroll & Direct Deposit |
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*Investment securities and brokerage services provided by Commerce Brokerage Services, Inc., Member NASD/SIPC, a wholly owned subsidiary of Commerce Bank, N.A. |
