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Institutional Asset Management from the Commerce Trust Company

Institutional Asset Management from the Commerce Trust Company

With experience across businesses, institutions, universities, charitable foundations, and endowments, The Commerce Trust Company’s asset management services offer you professional experience, resources, and innovative approaches that keep your organization competitive in the marketplace.

We take a highly comprehensive approach to institutional asset management, analyzing risk and reward and investing to meet and exceed your organization’s needs.

Non-Profit Services

Meeting your organizations long-term mission can be overwhelming when you are juggling tight budgets and the expectations of those you serve. You need a financial partner who helps you make the key decisions that affect your organization’s financial future. From establishing an investment policy statement to maximizing the relationship you have with your staff and executive board, the Commerce Trust team can help.

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Investment Management

Your organization’s investment challenges are complex, and meeting your day-to-day and long-term financial commitments requires a financial partnership with a proven institutional investment manager with a wide range of resources. The Commerce Trust Company can provide a comprehensive program of analysis to help you and your organization understand your investment options.

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Corporate Trust

The Commerce Trust Company’s Corporate Trust Department is an experienced trustee that can help you address management of your corporate trust accounts and bond issues efficiently and effectively. As a corporate caretaker, you need a financial institution with extensive knowledge and access to an array of professional resources. We can provide you with dependable corporate trust services that ensure compliance and benefit investors.

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Retirement Plan Services

The responsibility of employer retirement planning and providing an investment platform for employees may be as important as any other financial matter you provide for the families connected to your business. Helping employees make the best decisions for their retirement years also helps you attract and keep key contributors within your organization. Our team can help you navigate all of the decisions and take into account the costs involved in developing and maintaining employer retirement plans.

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Trust and Custody Services

You have successfully managed your plan assets for years. Yet now the number of regulations and the amount of time it takes to ensure proper administration of employee retirement offerings, including investment management, are increasing. We provide a complete range of fiduciary, safekeeping, and custody services - and capitalize on our 100 years of experience as corporate trustee and independent custodian - to protect your portfolios.

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Disclosures:

Mutual funds, annuities, and other investment products:

Not FDIC-insured

May lose value

No bank guarantee