NHTrust Services for Nonprofit & Endowments
NHTrust offers comprehensive investment management services for nonprofit organizations and endowments. Every client is assigned their own dedicated team. 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 Gather
December 17, 2024
We are so pleased to donate $1,500 to Gather, in Portsmouth, an organization that has been feeding families on the NH Seacoast since 1816. The agency, one of the oldest […]
NHTrust Supports Vaughan Community Services
December 11, 2024
We are pleased to be able to contribute $1,500 to Vaughan Community Services (VCS), a private non-profit organization serving New Hampshire’s Mt. Washington Valley, since late in the 1960’s. VCS, […]
NHTrust & MVSB Proudly Support Dinosaurs Return Exhibit at Squam Lakes Natural Science Center
July 3, 2024
Dinosaurs have returned to Squam Lakes Natural Science Center and are on display through Nov. 1. NHTrust and sister-affiliate bank MVSB (Meredith Village Saving Bank) are proud to sponsor the […]
