Institutional Investing

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.

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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.

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Banking Services

We offer a full range of banking and credit services designed to meet all of your financial needs:

  • 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

  • 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.

  • We can provide commercial lending facilities that let you avoid tying up your short-term assets.

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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:

  • Balance your income needs with the desire to grow long-term funds

  • Develop a cash flow forecast that incorporates your organization’s disbursement goals

  • Create an Investment Policy Statement with asset allocation and recommendations designed to optimize short- and medium-term flows and grow long-term assets

  • Deliver asset management from experts who combine macroeconomic, fundamental and quantitative disciplines to produce consistent, strong risk-adjusted investment returns

  • Monitor your portfolio’s performance on an ongoing basis to ensure that performance is on track versus both your goals and the relevant benchmarks

  • Provide performance reporting customized to your needs



Financial Planning

Financial planning serves as a key component to helping you address a variety of issues:
  • Investment management

  • Tax planning

  • Retirement planning

  • Insurance needs

  • Educational funding

  • Contingency planning

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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.

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Securities and Insurance Products
  • Not insured by FDIC or any federal government agency
  • Not deposits of or guaranteed by any bank
  • May lose value
  • Equal Housing Lender