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Institutional Investing
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We believe that wise investment decisions must be informed based on a multi-dimensional understanding
of two main variables: the client we represent and the investment itself. This principle dovetails with
the process we follow.
Learn more about Investment Management...
Click
here to learn about our Investment Process
Click here to learn
about our Investment Team
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Client
Services
Eastern Investment Advisors delivers a continuum of investment management services.
Depending on your needs, you may choose to access the full spectrum or selected activities.
Our flexible approach ensures that you receive the products and services that work best for you.
Services include cash flow analysis, Investment Policy Statement creation, asset allocation strategy
recommendations and implementation. Our corporate trustee services provide objective, institutional
fiduciary oversight for your endowment.
Click here to learn
about our Client Services Team
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Banking Services
We offer a full range of banking and credit services
designed to meet all of your financial needs:
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Business banking
services to help you manage your organization's
finances on a day-to-day basis through deposit
accounts, local branch access, payroll direct
deposit for your employees and other helpful
services
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Our commercial
banking and treasury services experts can help you
maximize your available cash through short-term
liquidity management or access long-term funding
vehicles for capital investments.
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We
can provide commercial lending facilities that let
you avoid tying up your short-term assets.
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Click here to learn
more about our Private Banking Services
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Not-for-Profit Institutions
Our commitment to serving not-for-profit organizations
extends far beyond just serving the broad financial needs
of these institutions. Our professionals continue a long
tradition of living in and serving the communities in
which we do business. Over 70% of our employees serve as
board members and volunteers for local organizations,
involvement that Eastern Bank strongly encourages. And,
Eastern Bank gives back directly to the community through
the Eastern Bank Charitable Foundation which receives 10%
of our net income each year and provides grants to
community not-for-profit organizations.
Our professionals at Eastern Investment Advisors follow a
process that is designed to meet the specialized needs of
endowments and foundations. Specifically, we:
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Balance your income needs with the desire to grow
long-term funds
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Develop a cash flow forecast that incorporates
your organization’s disbursement goals
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Create an Investment Policy Statement with asset
allocation and recommendations designed to
optimize short- and medium-term flows and grow
long-term assets
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Deliver asset management from experts who combine
macroeconomic, fundamental and quantitative
disciplines to produce consistent, strong
risk-adjusted investment returns
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Monitor your portfolio’s performance on an ongoing
basis to ensure that performance is on track
versus both your goals and the relevant benchmarks
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Provide performance reporting customized to your
needs
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Financial Planning
Financial planning serves as a key component to helping you address a variety of issues:
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Investment management
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Tax planning
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Retirement planning
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Insurance needs
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Educational funding
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Contingency planning
Click here to learn more about Our Financial Planning Approach
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Investment Team
Eastern Investment Advisors has a dedicated institutional team committed to provide your organization
with the highest quality institutional products and services. The team members average over 17 years of
experience in financial management and have an in-depth knowledge of the institutional market.
The team works closely with institutional clients to provide the personal attention as well as the investment
and financial services institutions require and our clients have come to expect.
Click to learn about our Investment Team
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Privacy
Policy
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Locations
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Securities and Insurance Products |
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Not insured by FDIC or any federal
government agency
Not deposits of or guaranteed by any bank
May lose value
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Equal Housing Lender
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