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Investment Management and Fiduciary Services for Municipalities

We work with municipalities to manage public funds responsibly, with strategies focused on preservation, liquidity and transparent reporting.

Services for Municipalities

Our services for municipalities are designed to support your role as steward of taxpayer dollars. We help you develop investment and oversight processes that reflect your policies, cash flow needs and regulatory environment.

Investment Management

Investment management for operating, reserve and trust funds with emphasis on safety, liquidity and policy compliance.

Trust and Fiduciary

Offering expert trust and fiduciary services to assist with family trust administration, corporate trustee services and investment management.

Administration and Reporting

Monthly reconciliation of all trustee of trust and capital reserve accounts and preparation of MS 9/10 reporting required by the state of NH.

Testimonials

Our Difference

Municipal leaders like you work with a team that understands public accountability, provides clear reporting and keeps your investment approach aligned with adopted policies.

Let's discuss your municipal needs.