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- November 2016
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- Fraud Prevention: Identifying the Top 4 Types of Fraud
- 8 Steps to Help Prevent Small Business Fraud
- Business Owner's Guide to ACH Fraud Prevention
- Business Owner's Guide to Check Fraud Prevention
- How Do Search Engines Work?
- The Latest from the Fed: How Soon and How Much?
- Productivity Growth (or Lack There of): A Problem?
- The Global Economy: Not as Bad as You Think?
- Fraud Alert: Business Email Compromise Schemes
- The Bank of England and Negative Sovereign Yields
- July 2016
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Enterprise Trust’s investment philosophy emphasizes discipline for the long run. Our wealth planning process encourages our clients to look at their personal assets in a unique way that identifies not only opportunities but the risks associated with those aspirations. We carefully integrate planning recommendations with the implementation of investment strategies, including appropriate asset allocations for different risk profiles.
We encourage clients to recognize the impact of fees on investment performance, which is why we believe in a blend of passive and active investment styles. We usually recommend active management only when the likelihood that a manager will consistently beat the benchmark outweighs the higher cost of active management.
While all portfolios are custom designed based on the client’s objectives and attitude toward investment risk, our process typically results in a “core/satellite” portfolio designed to be both efficient and cost effective. For taxable portfolios, we frequently deploy a tax loss harvesting overlay strategy to enhance overall returns.
NOTE: Investment products offered through Enterprise Bank & Trust are:
- Not insured by the FDIC;
- Not deposits or other obligations of Enterprise Bank & Trust and are not guaranteed by Enterprise Bank & Trust or any of it’s affiliates; and,
- Subject to investment risks, including possible loss of the principal invested.