Enterprise Trust & Investment Company provides investment management and fiduciary services for high net-worth individuals. As a fully independent trust company, we understand that true wealth synergy is created through the unique combination of personalized asset management and trust expertise. Commitment to client relationships, their families, and the community have been the cornerstone of ETIC since our founding in 1995.
Services
Enterprise Trust & Investment Company serves one purpose - to act in the sole best interest of our clients, giving them personalized attention and peace of mind. Serving families in Los Gatos, Saratoga, Monte Sereno, San Jose, and the Bay Area since 1995.
Following the acquisition of Pacific Trust Company and Western Capital Management by Comerica Bank, Enterprise Trust & Investment Company President and CEO Marc Rebboah, sought to create something new - a local independent trust company that would deliver quality investment management and fiduciary services to high-net worth individuals and their families.
Following the acquisition of Pacific Trust Company and Western Capital Management by Comerica Bank, Enterprise Trust & Investment Company President and CEO Marc Rebboah, sought to create something new - a local independent trust company that would deliver quality investment management and fiduciary services to high-net worth individuals and their families.
Enterprise Trust & Investment Company, at its core, directs its attention on what matters most - family. In developing a strong understanding of your unique needs and family dynamics, we can best lend our professional expertise on your behalf. While protecting and growing your wealth is our central focus, equally important is our commitment to you and your family.
Managing wealth is not about maximizing return, nor avoiding risk, but understanding the tradeoff between the two. Building a life-long investment portfolio with that in mind is our goal. Every client has different aspirations, constraints, and comfort level with particular areas of investment. Those unique circumstances require separate, individually tailored portfolios for each relationship.
A corporate fiduciary has the legal and ethical responsibility to serve in the sole best interest of their client, while being held to the highest standard of care. As a fully independent trust company Chartered by the State of California, the word trust defines the essence of our client relationships.
Reviews (1)
Jade M.
May 04, 2020
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This place is unprofessional and they even know who their clients are. If you have an account here they give confidential information to people who have no business knowing anything about you and your money. They will do everything possible to prevent you from withdrawing your money. They also have inappropriate relationships with their clients. Also I find it strange that there are no other customer reviews.
