General Investing >> Money Manager Interviews >> June 24, 2013

A Focused Portfolio of Dividend-Paying Companies

Schmitt, Matthew J.
Matthew J. Schmitt, CFA, is Vice President, Director of Equity Strategy and Portfolio Manager for The Commerce Trust Company. In addition to his other responsibilities, he chairs the Equity Strategy Committee, is a full-time member of the Investment Policy Committee, and Lead Portfolio Manager for the Commerce Value Fund. Prior to joining Commerce in 2002, he worked as a Portfolio Manager, an Investment Specialist and a Financial Analyst for Wells Fargo. He completed his undergraduate work in 1994 at Drake University, and received a B.S. degree in business administration and business management. Mr. Schmitt holds the Chartered Financial Analyst designation, and is a member of both the Kansas City Society of Financial Analysts and the CFA Institute. Profile
Williams, Joseph C.
Joseph C. Williams III, CFA, is Senior Vice President and Chief Investment Strategist of The Commerce Trust Company, as well as a Senior Portfolio Manager. Additionally, he serves on the Investment Policy Committee. Mr. Williams is Manager of the Commerce Growth Fund. He has over 34 years of experience in investment management. He received his B.S. degree from Drake University. Mr. Williams is a member of both the Kansas City Society of Financial Analysts and the CFA Institute, and he holds the Chartered Financial Analyst designation. Profile
TWST: Please begin by introducing our readers to the Commerce Funds with a bit of a history and an overview of the firm.

Mr. Williams: Commerce is located in Missouri. We have eight