More than an Investment Manager. You Have a Financial Partner.
Selecting investments, while important, is simply a means to reach your goals. You aren’t investing to beat an index or outperform an asset manager. You want your financial resources to support you and the lifestyle you envision. Commerce advisors can manage your assets to help you achieve your goals.
Before developing your investment strategy, a Commerce advisor will get to know you and why you are investing. Your advisor will listen and consider your investment timeline and comfort level with risk. Next, your advisor will construct an investment portfolio that may include stocks, bonds, mutual funds, ETFs, alternative investments, annuities, and more.
Our portfolio recommendations align with the cornerstones of our investment philosophy:
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Long-term asset allocation. Selecting investments that balance risk and reward, and are based on your goals, risk tolerance, and investment horizon.
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Diversification. Managing risk by mixing different types of investments, in various industries, and other factors.
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Active and passive management. Blending ETFs and other managed funds with individual investments to maximize return and manage your expenses.
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Rebalancing. Regularly reviewing your portfolio to ensure you are not overweight in one area or missing opportunities in another.
Find the right fit for your needs.
Selecting the right investments and monitoring performance is critical to the success of your retirement planning and financial planning efforts. You are not alone. Get advice from an experienced and knowledgeable advisor at Commerce Financial Advisors or Commerce Trust.
Explore our Wealth Management ServicesDisclosures:
Commerce Trust
Commerce Trust is a division of Commerce Bank.
Investment Products: Not FDIC Insured | May Lose Value | No Bank Guarantee
Commerce Financial Advisors
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Commerce Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html link opens in a new window for more information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Commerce Financial Advisors is a division of Commerce Bank. Commerce Bank and Commerce Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Commerce Financial Advisors, and may also be employees of Commerce Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Commerce Bank or Commerce Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
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Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed |
Not Bank Deposits or Obligations |
May Lose Value |
