A Wealth of Services
Commerce Asset Management provides a highly experienced team of senior investment management, trust and financial planning professionals, who provide a comprehensive range of investment management, trust administration, tax planning and related wealth management services. These services include:
 Investment Management Accounts
Personal
Charitable and Endowment
Foundation
Institutional
Managed IRA Rollover Accounts
Revocable Living Trusts
Trustee Under Will
Deal Directly with Your Investment Manager
One of the many benefits of working with Commerce Asset Management is the absence of bureaucracy and red tape. Your personal Asset Manager is always available to meet or speak with you. You get answers when you need them and action when you want it.
A Disciplined Five - Step Approach
Our approach to wealth management is dynamic and flexible, yet highly structured. We adhere to the following five steps to assure that the plan developed for you continues to achieve your goals and objectives.
- Set goals, risk profile and investment time horizon
- Develop your asset allocation
- Diversify across asset classes and within styles
- Monitor and adjust your portfolio as needed
- Detailed reporting of results
More Information on How Commerce Asset Management Can Help You Manage Your Investments
We take a Client-Centered approach that enables us to get to know each person's individual needs. We will gladly discuss our Asset Management services in greater detail at your convenience. For more information or to schedule an appointment call 1-888-751-9000.
The Added Convenience of Accessing Account Information Over the Internet
Commerce InvestView offers you the benefit of accessing trust account information at your convenience. Through Commerce InvestView, you can access up-to-date:
Account Holdings
Market Value
Taxlot Information
Cash Information
Transactions
Pending Trades
Click here for a demonstration.
For more information, e-mail us or call William Carrozza at 1-888-751-9000.
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