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 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 […]

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NHTrust Proudly Supports the Boys & Girls Clubs of Central NH Champions for Kids Breakfast with a Five-Year Commitment Total of $50,000

May 4, 2023

NHTrust proudly has committed to be the Title Sponsor for the Champions for Kids Breakfast hosted by the Boys & Girls Clubs of Central NH for the next five years […]

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NHTrust Supports the Belknap House Homeless Shelter

March 27, 2023

We were happy to have the opportunity to donate $750 to the Belknap House Family Homeless Shelter in Laconia, one of the four homeless shelters it chose to honor in […]

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