When the future of your organization relies on endowment assets, you can rely on Enterprise Investment Advisors for the diversified investment portfolio you need to lower risk, enhance long-term performance, and meet your strategic objectives. Enterprise Investment Advisors specializes in customizing and managing best-in-class investment solutions for a broad array of non-profit institutions including:

• Colleges and schools
• Foundations
• Hospitals
• Libraries
• Municipalities
• Religious Organizations
• Senior Care Centers
• Museums

An investment philosophy that yields superior solutions

Recognizing that no single investment firm can master all areas of the financial markets, we screen over 4,000 separate account managers and over 14,000 mutual funds. We then put the best-of-the-best to work for you to meet your organization's specific investment goals, guidelines, and asset allocation requirements. This in-house research capability sets us apart from virtually all other banks, brokerage firms, and trust companies in our marketplace.

A trusted advisor who'll guide you at each step

As your investment management partner, we'll work with you and your organization to develop a sound investment policy, with clearly defined guidelines that incorporates time horizon, risk profile, performance, and asset allocation. As part of this process, we'll diligently monitor portfolio holdings, rebalance assets as needed to achieve the optimum balance of risk and return, and objectively report results on a regular basis.

Delegate the fiduciary responsibilities to experts

Managing an endowment fund requires accountability, responsibility, and the utmost integrity. Enterprise Bank has the expertise and resources to handle it all – along with a proven record of investment success for organizations just like yours. Staffed by CERTIFIED FINANCIAL PLANNER™ professionals (CFP®) Chartered Financial Consultants (ChFC) and Certified Financial Analysts (CFA), Enterprise Investment Advisors is experienced across all investment disciplines and is committed to making your goals their top priority. Meanwhile, our independent and objective approach to portfolio selection ensures that each investment is always in the very best interest of your organization.

To speak with one of our trusted advisors about your needs, call 978-656-5714 or toll free 1-877-325-3778.