In these uncertain economic times, there is incredible pressure on not-for-profit organizations to do more with less. So it has never been as important for non-profits to manage and capitalize on their assets and investment portfolios.
With decades of experience enabling not-for-profit clients to preserve and grow capital while managing risk, Enterprise Wealth Management assists not-for-profits in achieving their missions. We provide investment management, planning, administrative and fiduciary services to not-for-profit and other institutional clients.
Among our not-for-profit clients, we serve:
- Human Services Organizations
- Colleges, Universities and Private Schools
- Hospitals and other Health Care Organizations
- Environmental Organizations
- Faith-Based Schools and Organizations
- Senior Care Centers
- Arts and Cultural Institutions
For more than 10 years, Enterprise Bank’s Non-Profit CollaborativeTM has provided vital support and resources to not-for-profits in the region, including a complimentary education seminar series, as well as networking and relationship building opportunities to organizations that have a profoundly positive impact on the communities we serve.
Enterprise Wealth Management is a division of Enterprise Bank providing comprehensive wealth management, including investment management, financial planning, trust and advisory services to individual and institutional clients.
Investment and Insurance products are not a Deposit, not guaranteed by Enterprise Bank, are not FDIC Insured, not Insured by any government agency, and may lose value.