You have successfully managed your plan assets for years. Yet now the number of regulations and the amount of time it takes to ensure proper administration of employee retirement offerings, including investment management, are increasing.

Many of our institutional trust clients have chosen The Commerce Trust Company for custodial services. We provide a complete range of fiduciary, safekeeping, and custody services — and capitalize on our 100 years of experience as corporate trustee and independent custodian — to protect your portfolios.

Our trust and custody services are designed to relieve the burden associated with organizational administration from grantmaking to regulatory requirements and investment management — while maintaining the highest standards of fiduciary duty and compliance.

Our trust accounting, reporting, and online access systems provide you with the accurate and timely information you want when you want it.

Our trust and custody services include:

  • Full fiduciary oversight and compliance management
  • Consolidation of assets
  • Daily pricing of securities
  • Income collection
  • Security settlement
  • Capital change processing
  • Mutual fund processing
  • Cash forecasting
  • Performance measurement
  • Cash management
  • Consolidated reporting
  • Online access
  • Flexible online downloads of data
Institutional Asset Management
Learn more about the services we offer to institutional investors.
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