Investment

• Investment Management
  Commerce Financial Advisors is ideal for investors who have graduated from do-it-yourself investing, seek diversified portfolios that balance risk and return, and want guidance to ensure they have access to liquidity to match their lifestyle. In addition to investment management, a Commerce Financial Advisor can offer retirement and insurance
• Mutual Funds
  We know that you are investing for a reason. That is why we take the time to understand your goals, tolerance for risk, and time horizon to help you select the right mix of investments. You have access to a variety of investments from stocks, bonds, and mutual funds to managed accounts, REITs, and more.
• Bonds
• Wealth Management
  When you are ready to plan your future schedule time to speak to an advisor at Commerce or learn more about the wealth management services available to you.

Planning

• Financial Planning
  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 Services
• Retirement Planning
• Annuities
  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.
• Asset Management
  Long-term asset allocation. Selecting investments that balance risk and reward, and are based on your goals, risk tolerance, and investment horizon.