Investment Planning

Investment Planning

NHTrust is thinking about your future:

how you can enjoy your retirement.

…how to help you match your income and your expenses.

how you can save to pay for college.

…how to preserve your assets.

Our staff listens carefully to both your concerns and financial objectives and then, with your specific needs in mind, creates customized investment portfolios crafted to ensure that your goals are attained.

We design portfolios to achieve your goals and, at the same time, we strive to manage the risk associated with the particular investment strategy developed to meet those goals.

When you have general concerns about the future or specific questions about how to prepare for upcoming changes in your life, call, email or stop by and see the NHTrust team. Our goal is to always listen and to help you look forward by working with you to create, implement and monitor a financial plan.

Our team has been working to help individuals and families plan wisely for the future. They offer sound financial strategies that include:

  • 401Ks
  • Annuities
  • Brokerage Accounts
  • Education Planning Including 529 Plans
  • Fee-Based Managed Money
  • IRAs
  • Life Insurance
  • Long-Term Care Insurance
  • Mutual Funds
  • Retirement Plans
  • SEPs
  • SIMPLE Plans

Why should you trust the NHTrust with your money? We have more than two decades of experience helping people plan for their financial future. We understand how critical it is to build trust – and we know you expect personal attention.

Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not a Bank Deposit
Not Insured By Any Federal Government Agency

Meeting with NHTrust team is without obligation or cost.

NHTrust is a trade name of the New Hampshire Trust Company. Brokerage services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Investment and insurance products are subject to investment risk, including the possible loss of value. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. Osaic Institutions and NHTrust are not affiliated.