Commentary-Special Assets-Print

ABOUT THE AUTHOR

Roger Kummert Vice President, Real Estate & Special Assets Manager

Roger is the system-wide manager for the specialized services group at Commerce Trust Company. This group includes the special assets and real estate departments, which oversee the administration, management, valuation, and analysis of closely held business interests and other illiquid securities and management of real property. These groups oversee mineral interests, promissory notes, and mortgages held by Commerce Bank in fiduciary, agency, or custodial capacities. Roger earned a bachelor’s degree in finance from the University of Bridgeport.

Past performance is no guarantee of future results, and the opinions and other information in the commentary are as of November 6, 2017. This summary is intended to provide general information only and is reflective of the opinions of Commerce Trust Company’s Financial Advisory Services Group. This material is not a recommendation of any particular security, is not based on any particular financial situation or needs, and is not intended to replace the advice of a qualified attorney, tax advisor or investment professional. Diversification does not guarantee a profit or protect against all risk. Commerce does not provide tax advice or legal advice to customers. Consult a tax specialist regarding tax implications related to any product and specific financial situations. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.

Wealth | Investments | Planning Commerce Trust Company

1-855-295-7821 | commercetrustcompany.com NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE

NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE

Commerce Trust Company is a division of Commerce Bank.

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