Investment & Financial PlanningAssociate/Business MemberBoard of Directors
Institutional and business services clients can draw upon The Commerce Trust Company for a complete range of trust and investment services, including separate account management, qualified plan management and administration, endowment management and custodial services.
The Commerce Trust Company has served as a leading source of customized asset management, creative banking and comprehensive trust and retirement plan services to a wide variety of nonprofit organizations since 1906.
We work with more than 300 nonprofit groups across the Midwest, managing or administering more than $1.5 billion in assets. By accessing the deep resources within Commerce Bank and strategically aligning ourselves with external experts, we are able to offer sole source solutions that include not only investment management, but also other essential services such as commercial credit, Treasury services and bond underwriting.