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Outsourced Chief Investment Officer Services

DYNAMIC SUPPORT CUSTOMIZED FOR YOUR ORGANIZATION

Commerce Trust has a variety of diversified investment options to implement your Institution’s strategy. Our range of portfolios include a set Fixed Income or Equity model, a balanced mix of both Fixed Income and Equities or a completely dynamic approach customized to your unique needs with our OCIO approach.

OCIO SERVICES

  • Open Architecture (Fixed Income, Equity, Alternatives, Mutual Funds, ETFs, etc.)
  • Asset Allocation, Benchmarking, and Spending Policy Studies
  • Access to all our Investment Management Services and Custody and Administrative Services


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