World Class Financial Management from your Hometown Bank!
Englewood Bank & Trust's Financial Management Team includes professionals with trust, asset management and investment backgrounds who can design a portfolio and manage your assets to meet your unique needs.
Our local account management offers you a high quality, personal service with a custom-tailored investment strategy.
We provide fully-discretionary, separately managed portfolios for Individual Investment Management Accounts, Trust Accounts, Individual Retirement Accounts and Foundation Accounts.
We offer a disciplined, open architecture approach to asset management combining client risk parameters, time horizons, and tax situations to determine optimum asset allocation.
Through dynamic monitoring of the portfolio, we track your strategy and investments relative to the market.
We will work with you to determine an investment strategy including the use of diversified investment management styles such as Small-Cap, Mid-Cap and International stocks.
We determine the security selection process through the use of dividend-paying stocks and growth stocks in the portfolio. We quantitatively screen over 20,000 companies to create a list of stocks. Then we qualitatively analyze these to purchase 20-40 representing most industry sectors.
Through these Separately Managed Accounts we are able to control capital gains and losses and look to efficiently maximize long-term gains for more favorable tax rates than short-term gains.
For fixed income investments we focus on high-quality, investment-grade, and intermediate-term bonds. We pay particular attention to the impact of duration and average-weighted maturity to help control interest rate risk.
You will receive monthly statements and have secure on-line access to view accounts on the internet.
We provide "Investment Scorecard", an independent third-party analysis of your portfolio's performance relative to the appropriate industry benchmarks.
Our overall performance is "outcome-based" and measured against your unique goals and expectations.
Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any Federal government agency, and are subject to investment risks, including possible loss of principal.