More than an Investment Manager. You Have a Financial Partner.
Selecting investments, while important, is simply a means to reach your goals. You aren’t investing to beat an index or outperform an asset manager. You want your financial resources to support you and the lifestyle you envision. Commerce advisors can manage your assets to help you achieve your goals.
Before developing your investment strategy, a Commerce advisor will get to know you and why you are investing. Your advisor will listen and consider your investment timeline and comfort level with risk. Next, your advisor will construct an investment portfolio that may include stocks, bonds, mutual funds, ETFs, alternative investments, annuities, and more.
Our portfolio recommendations align with the cornerstones of our investment philosophy:
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Long-term asset allocation. Selecting investments that balance risk and reward, and are based on your goals, risk tolerance, and investment horizon.
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Diversification. Managing risk by mixing different types of investments, in various industries, and other factors.
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Active and passive management. Blending ETFs and other managed funds with individual investments to maximize return and manage your expenses.
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Rebalancing. Regularly reviewing your portfolio to ensure you are not overweight in one area or missing opportunities in another.
Find the right fit for your needs.
Selecting the right investments and monitoring performance is critical to the success of your retirement planning and financial planning efforts. You are not alone. Get advice from an experienced and knowledgeable advisor at Commerce Financial Advisors or Commerce Trust.
Explore our Wealth Management ServicesDisclosures:
Commerce Trust is a division of Commerce Bank.
Commerce Financial Advisors is a trade name used by Commerce Brokerage Services, Inc., Member FINRA/SIPC, a wholly owned subsidiary of Commerce Bank.
Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Past performance is no guarantee of future results.
This summary is intended to provide general information only and is reflective of the opinions of Commerce Trust.
Commerce does not provide tax advice or legal advice to customers. Consult a tax specialist regarding tax implications related to any product and specific financial situation.
Mutual funds, annuities, and other investment products:
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Not FDIC-insured |
May lose value |
No bank guarantee |
