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 & 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 […]

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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 […]

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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 […]

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