I serve clients as a valued and trusted investment advisor and fiduciary who places their interests first and foremost, bringing over 30 years of institutional investment management and consulting experience to the benefit of every relationship. My goal is to gain an in-depth understanding of each client’s unique investment related mission to help them achieve their objectives. Serving as an investment consultant to endowments, foundations, non-profit healthcare and families, I assist clients in developing governance and investment policies, drafting investment policy statements, analyzing return needs and risk tolerances. I work with my clients to implement asset allocation strategies and investment manager rosters, execute trades, rebalance portfolios and adjust their portfolios as circumstances and market conditions may warrant. Additionally, I help guide and coordinate client investment committee meetings, striving to build consensus regarding portfolio strategy to meet their investment objectives. I have been a volunteer leader for my church in multiple capacities over the years, as well as being a supporter of the St. Louis Art Museum and Forest Park. Previously, I have volunteered with the American Cancer Society, Junior Achievement, Rotary International and United Way. I follow the St. Louis Cardinals and Blues, as well as University of Louisville athletics, while enjoying spending time with my family, reading, playing golf and cycling. Please feel free to contact me at matt.mccarty@commercebank.com or (314)746-7367 to discuss how The Commerce Trust Company and I may provide your institution with the means and capabilities to find the best and most cost-effective investment solutions to achieve your mission and goals.
Listed skills include Investments, Asset Allocation, Alternative Investments, Portfolio Management, and 9 others.