Experience All That Commerce Trust Has To Offer
As a client of The Private Bank at Commerce Trust, you have access to specialized banking products, investment management and personal service that includes:
- Preferred rates on lines of credit
- Specialized borrowing solutions
- Concierge-level personal service when and where it is convenient for you
- Strategic advice whether to finance or pay cash for major purchases
- A single point of contact for all Commerce Trust services
If you are not taking advantage of the comprehensive wealth management services available to you as a client of The Private Bank, schedule a complimentary portfolio review to achieve peace of mind for the future.
Our comprehensive portfolio analysis takes a holistic view of your portfolio. We can assess the fees you pay and determine whether you have the right asset allocation, are properly diversified, or taking too much risk for your objectives. We can also provide information regarding the potential impact of future tax obligations.
You can expect:
- No commitment or fees for the portfolio analysis
- A consolidated and comprehensive view of your portfolio
- An explanation of your fees by an objective, experienced professional