Enterprise Bank & Trust

Investing & Protecting

Investment Management

Successful investing requires discipline and a long-term commitment to clearly established objectives. Enterprise Trust helps individuals create investment plans that are goal-oriented and easy to implement, using a variety of investment products like mutual funds, Exchange Traded Funds and individual securities.

Insurance and Annuities

Life insurance and annuities offer asset protection and can provide liquidity at critical times. In addition, people are becoming increasingly concerned about the potentially devastating impact of long-term health care costs on their accumulated savings. Understanding the complexities of different insurance offerings – whether life, long-term care or retirement annuities – requires experience and deep product knowledge. We can help individuals and families properly assess the role insurance products can play in their financial plans.

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,
  • Not insured by any federal government agency
  • Subject to investment risks, including possible loss of the principal invested.
  • May go down in value