Investment Policy and Governance Consultation

Proprietary Tools to Test the Strength and Sustainability of Your Plan

We Are Committed to Understanding Your Organization’s Unique Goals, Needs, and Risk Tolerance

An analysis of opportunities, risks and sustainability can help you make informed decisions. Commerce Trust can employ any of our proprietary Investment Policy consulting tools to offer valuable insight to the various impacts to the performance and sustainability of your plan.1, 2

Investment Policy and Governance Consultation _ Commerce Trust Company_Graphic_V2

1Additional fees may apply based on assets and services performed.

2Incorporating alternative investments, such as derivatives, hedge funds, private equity, REITs, and commodities, into a portfolio presents the opportunity for significant losses including in some cases, losses which exceed the principal amount invested. Also, some alternative investments have experienced periods of extreme volatility and in general, are not suitable for all investors. Before you invest in alternative investments, you should consider your overall financial situation, how much money you have to invest, your need for liquidity, and your tolerance for risk. Additionally, certain alternative investments may require investors to be accredited or qualified investors, which have defined minimum asset requirements.

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