Commerce Trust is a division of Commerce Bank, providing specialized wealth management products and services to individuals, families, and institutional clients in wealth planning, investment management, private banking, and trust services. With over 100 years of wealth management experience, world-class capabilities, and unparalleled service, Commerce Trust has earned a reputation as one of the premier investment companies in the United States.
Commerce Trust offers the products and services of a large national organization and possesses world-class resources located in-house, while still maintaining a service model of a boutique investment advisor. Commerce Trust is ideal for individuals, families, and institutions looking for comprehensive wealth management services, as well as a strong relationship with their trusted financial advisors.
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201-500 employees
View all Commerce Trust employees
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Financial Services
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1000 Walnut St, Kansas City, Missouri 64106, US
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1906
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Financial Advisors, Wealth Management, Private Banking, Retirement, Investment Management, Estate Services, Trust Services, Institutional Asset Management, Non-Profit Services, Private Banking, Investment Management, Non-Profit Services, Foundation Services, Trust Services, Retirement, Institutional Asset Management, Wealth Management, Foundation Services, Financial Advisors, Estate Services
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The decision makers in Commerce Trust are Brad Eidmann, Kyle Reynolds, Lyle Johnson, etc. Click to Find Commerce Trust decision makers emails.
Commerce Trust provides a comprehensive range of wealth management services, including personalized financial planning, investment management, estate planning, and trust services. Our financial advisors work closely with clients to develop tailored strategies that align with their financial goals, whether they are individuals, families, or institutional clients.
At Commerce Trust, we adopt a disciplined investment management approach that focuses on understanding our clients' unique needs and risk tolerance. We utilize a diversified investment strategy, leveraging both traditional and alternative asset classes to optimize returns while managing risk. Our team continuously monitors market conditions and adjusts portfolios accordingly to align with clients' objectives.
Our financial advisors at Commerce Trust serve as trusted partners in navigating the complexities of wealth management. They provide personalized advice, help clients set and achieve financial goals, and offer insights on investment opportunities. Advisors also assist with retirement planning, estate planning, and tax strategies, ensuring a holistic approach to managing wealth.
Yes, Commerce Trust offers specialized services for non-profit organizations, including investment management, foundation services, and strategic financial planning. We understand the unique challenges faced by non-profits and work to create sustainable financial strategies that support their missions while ensuring compliance with regulatory requirements.
Commerce Trust provides a range of estate services designed to help clients effectively manage their assets and ensure their wishes are honored after their passing. Our services include estate planning, trust administration, and guidance on charitable giving strategies. We work closely with clients to create customized estate plans that reflect their values and financial goals.
Commerce Trust supports institutional clients through tailored asset management solutions that address their specific needs. We offer comprehensive investment strategies, risk management services, and fiduciary oversight to help institutions achieve their financial objectives. Our team has extensive experience in managing assets for endowments, foundations, and other institutional investors.
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