Enterprise Trust & Investment Company


Financial Services


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, when we earned our independent trust company charter from the California Department of Business Oversight. Today, ETIC continues to operate under that same governance and is authorized to conduct business under banking law. ETIC strikes the perfect balance between high-net worth investment management and the relationship driven services of a private trust company. Our team of professionals possess the skills and experience to assist with the long-term preservation of your family wealth. We welcome the opportunity to assist you.

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