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.
We manage over $9.7 billion in assets for a wide range of organizations including ones like yours. Our experienced institutional investment management team manages a broad range of investment strategies that are consistently applied in philosophy and approach to meet your objectives. Then we combine the historical strength of our fixed-income and equity strategies with some of the best investment products from around the world — including those otherwise accessible only to large institutional investors — to develop a custom portfolio tailored to your financial goals.
Our full range of institutional services and solutions include:
- Separately managed accounts for fixed income or equity mandates
- Mutual funds
- Asset allocation – model portfolios
- Hedging strategies for concentrated equity positions