Enterprise Bank & Trust

Investment Management

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.

We use a blend of Active and Passive investment styles

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.

Based on your situation, we supplement your core portfolio with additional assets, along with careful tax management


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.