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Trust Services1,2

At Michigan Commerce Bank, we have both traditional and non-traditional trust and investment products. To get a personalized proposal on what products and services are right for you or to sign up for account access, please contact one of our trust administrators:

James BurkettPortage Office269.323.2200
james.burkett@michigancommercebank.com
Nathan Horjus Holland Office 616.394.9055
1.888.612.9511
nathan.horjus@michigancommercebank.com
Scott Kling Holland Office 616.394.9055
1.888.612.9511
scott.kling@michigancommercebank.com
Julie Reed Ann Arbor Office 734.887.3340
julie.reed@michigancommercebank.com

Account Access
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Account Access

  • View your account summary
  • Monitor your portfolio
  • Research potential opportunities
  • Observe your transaction activity
  • View, print, and download detail reports
  • Access to online help system

A partial list of products and services are:

  • Custody Services Agency
  • Investment Management Agency
  • Systematic Investment
  • Traditional IRA's
  • Roth IRA's
  • Charitable Remainder Annuity Trusts
  • Educational IRA's
  • Rollover IRA's
  • UGMA's
  • 2503(c)
  • Revocable Living Trust
  • Irrevocable Life Insurance Trust
  • Grantor Retained Annuity Trust
  • Grantor Retained Uni-Trust

Employee Benefit Serivices

  • Simplified Employee Pension
  • SIMPLE's
  • Qualified Plans
  • Profit Sharing
  • Money Purchase
  • 401(k)

Financial Planning Services

  • Asset Allocation Analysis
  • Financial Planning, including:
    • Retirement goals
    • Education goals
    • Estate Planning

Trust Services provided by: Michigan Commerce Bank
1-888-612-9511

1 Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this web site is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside the United States.

2 PrimeVest Financial Services, Inc. is an independent, registered broker/dealer. Member NASD/SIPC. PrimeVest may receive commissions in connection with insurance or security transactions conducted through them. Michigan Commerce Bank may receive a portion of commissions from some sales. Investment products are not deposits. The nondeposit investment products are not obligations of, or guaranteed by, the bank, and are not insured by the FDIC nor any federal government agency and are subject to investment risks, including possible loss of the principal amount invested.