NHTrust Services for Nonprofit & Endowments
NHTrust offers comprehensive investment management services for nonprofit organizations and endowments. Every client is assigned their own dedicated team led by a Relationship Manager and Trust Administrator. We work hard to offer peace of mind through customized financial solutions designed to meet your unique objectives. Our approach is client-centric and it's built on getting to know you as well as we can so that any idea, suggestion or alternative we come up with together resonates with your goals. From there, tailored solutions are provided for where you'd like to be in the future.
Through our partnership with FCI Advisors, NHTrust offers comprehensive investment management. From one-on-one consultations, we actively manage your portfolio, and we weave together a fine tapestry of seamless solutions, with your needs, goals and preferences in mind. Additionally, we work together as a team, taking into consideration the macroeconomic environment, sectors of the economy and security-specific issues, which we then apply to your custom portfolio.
Services Provided
Investment Management
- Professional investment management consistent with your needs, goals and objectives
- Active asset management using a number of investment vehicles and strategies
- Portfolios can be customized to adhere to specific protocols such as Environmental, Societal and Governance screens
Custody Services
- Internet access to accounting with customizable reporting
- Disbursements can be made through ACH processing or check
- Provide quarterly paper report and monthly electronic statements
Nonprofit and Foundation Accounts
- Development of Investment Policy Statement and Spending Policy consistent with the needs, goals and objectives of the organization
- Trust team members can provide guidance to board members or donors on relevant planned-giving strategies
Press Releases
NHTrust Supports Neighbor Helping Neighbor Fund
December 20, 2023
NHTrust is pleased to be able to contribute $3,000 to the Neighbor Helping Neighbor Fund, Inc. (NHN), established with five Community Action Agencies (CAAs) to help New Hampshire residents struggling […]
NHTrust Supports Step Up Parents
October 11, 2023
NHTrust is pleased to be able to support Step Up Parents with a $500 donation. This money will help Step Up Parents provide gift cards to many of their selfless […]
NHTrust Provides $1,000 donation to Laconia Fire Department’s Life-Saving Fund
July 18, 2023
NHTrust is proud to support the Laconia Fire Department’s Life-Saving Fund with a $1,000 donation. The Life-Saving Fund supports the Laconia Fire Department’s advanced Technical Rescue Training. They have been […]
