"Investment management strategies and risk reduction have become increasingly complex for non-profit organizations over the last few years. Enterprise Investment Advisors has both a deep and broad range of fiduciary and investment skills and experiences to help our clients achieve their goals." – Patrick Connerty, Vice President, Senior Relationship Manager
Non-Profit Institutions/Private Foundations
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
- Religious Organizations
- Senior Care Centers
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. In a complicated regulatory landscape, we can support your efforts with services ranging from fiduciary reporting and performance evaluation to committee education and trustee search.
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.