| A Broader Concept of Total Return
A trust. A retirement plan. An inheritance. The sale of your business. Or simply the need for professional investment assistance. Whichever brings you to Commerce Trust and our asset management capabilities, you should know what we believe about this area of personal finance: It takes more than "the right numbers" to foster a sense of security and confidence.
That's why our definition of a good total return always begins and ends with your personal concept of a successful outcome, whether we are building a portfolio, managing a property, or negotiating a mineral-rights lease. Along the way, we strive to increase your comfort level by expanding your knowledge, and by giving you direct access to the professional(s) making day-to-day decisions on your assets.
Of course, we fully appreciate that to earn your respect and trust, we must also show you results, whether you seek growth of capital, asset preservation, and/or current income. From investment management to property management and alternative investments, we have the tools, skills and judgment to successfully achieve each and every one of these.
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Expertise in Building and Managing Assets
Customized Investment Management Services: At the heart of The Commerce Trust Company's investment management services is a commitment to pursuing your goals without undue risk.
Our time-tested approach begins with a global, long-term perspective of how broad asset groups such as stocks and bonds behave over time and under specific market and economic conditions. We use both the judgment of experienced professionals and our extensive investment research resources to create for you a customized investment portfolio, one that pursues your desired rewards while minimizing the risks and controlling your tax exposure.
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Professional Services for Real Estate Assets: For those who own investment real estate, we can arrange qualified property management services or assist in sales and financing transactions. For clients with mineral interests, we offer specialized expertise in negotiating oil and gas leases on competitive terms and administering such leases to ensure that you receive the revenues you are rightfully due.
High Quality Alternate Investment Strategies: Where appropriate, Commerce Trust can customize portfolios of $5 million or more with high-quality, alternative investment strategies to meet your unique needs. We can provide several investment approaches that, for example, may defer or reduce your tax exposure on highly concentrated stock positions.
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