OUR FULL RANGE OF SOLUTIONS INCLUDE
- Separately managed accounts for fixed income or equity mandates
- Mutual funds
- Asset allocation – model portfolios
- Hedging strategies for concentrated equity positions
- Investment Policy Development and Analysis
- Access to Investment Manager Research
- Proprietary Fixed Income Management
- Proprietary Equity Management
- Alternatives Consulting
- Full Custody of Assets
SEPARATELY MANAGED ACCOUNTS
The first step to our planning process with your organization involves a detailed discussion to understand your risk tolerance, liquidity needs and desired return. From there, we develop an investment policy statement which provides the guidelines we use to implement ongoing tactical decisions.
COMMERCE TRUST COMPANY MANAGES OVER
$30 BILLION IN ASSETS1 FOR A WIDE RANGE OF ORGANIZATIONS
1 Based on assets under administration and management as of March 31, 2018.