Investment Consulting

Although each of our family clients is unique, they all share a common desire for superior after-tax returns and preservation of capital. Commerce Family Office is able to leverage the institutional consulting capabilities of The Commerce Trust Company to provide our clients with objective advice and customized investment solutions based on their family goals.

Today's investment world can be overwhelmingly complex. Our investment consultants help our clients navigate the most complicated investment topics. We work with the family to develop an investment policy based on overall family goals.

Our Investment Consulting offering includes:

  • Investment policy statement creation
  • Asset allocation guidelines development
  • Manager selection and monitoring
  • Customized portfolio construction
  • Tax-efficient implementation
  • Consolidated performance reporting and analytics

Interested in learning more? Contact Commerce Family Office for more information.

Disclosures:

  • To send an email that contains confidential information, please visit the Secure Message Center where there are additional instructions about whether to use Secure Email or Online Banking messaging.
  • Mutual funds, annuities, and other investment products:
    Not FDIC-insured May lose value No bank guarantee