Commerce One
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    • Home
    • About
    • Products and Services
    • Investment Process
    • Client Process
    • Contact Us
    • My Account

  • Home
  • About
  • Products and Services
  • Investment Process
  • Client Process
  • Contact Us
  • My Account

OUR INVESTMENT PRODUCTS AND SERVICES

Guidance and solutions tailored to your needs, objectives, and risk considerations.

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Make No Promise Without Knowing You Can Fulfill It

Money market funds


  • SEP
  • Roth
  • Simple IRA
  • Traditional
  • Common
  • Stocks
  • Preferred Stocks
  • Mutual Funds
  • Options


Your Commerce One professional can assist you in the following: retirement plans, 401k planning, and college planning. At Commerce One, we will help devise your financial strategy, help you evaluate options, and provide guidance in building your portfolio.

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Mutual Fund Families

  • The History and Philosophy of the Organization
  • Depth and Breadth of the Management Team
  • Areas of Strength and Expertise

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Mutual Funds

An authoritative independent voice on mutual fund investing.


At Commerce One, we take pride in our ability to help investors choose mutual funds from among the over 8,000 funds available. We provide objective value-added research in the selection process. We consider many factors, including the following.

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Individual Funds

  • Performance Relative to Relevant Indices
  • Performance Relative to Peer Group
  • Review of Underlying Positions for Each Fund

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Fund Portfolios

  • Balancing Funds by Asset Class
  • Employing Both Growth and Value Styles
  • Diversifying Among Fund Families

Equities

Blue Chip Growth

Leading Medium Size Companies

Blue Chip Growth

Equity securities of established companies and market leaders that have demonstrated long-term growth characteristics. These companies usually possess powerful brand names or business franchises, as well as a strong management team. We identify those companies that, in our opinion, combine increasing business metrics with an attractive va

Equity securities of established companies and market leaders that have demonstrated long-term growth characteristics. These companies usually possess powerful brand names or business franchises, as well as a strong management team. We identify those companies that, in our opinion, combine increasing business metrics with an attractive valuation, offering the potential for substantial capital appreciation.

Blue Chip Value

Leading Medium Size Companies

Blue Chip Growth

Equity securities of companies that we believe are trading at prices less than their intrinsic value or less than their private market value. These may include companies involved in turnaround, consolidation, or restructuring. These companies may be trading at low multiples of earnings, revenues, cash flow, or book value. They may have un

Equity securities of companies that we believe are trading at prices less than their intrinsic value or less than their private market value. These may include companies involved in turnaround, consolidation, or restructuring. These companies may be trading at low multiples of earnings, revenues, cash flow, or book value. They may have undervalued assets or brands. Changes in management, industry, or product can act as catalysts to unlock shareholder value.

Leading Medium Size Companies

Leading Medium Size Companies

Leading Medium Size Companies

Quality medium-size companies with revenues generally between $100 million and $1 billion. We focus on companies that are showing accelerating growth patterns, improving fundamentals, compelling valuations, or other factors that may lead to significant capital appreciation.

Your Next Financial Decision Starts Here

Whether you are building wealth or refining your portfolio, our team is here to provide clear guidance and informed direction.

Schedule a Consultation

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