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NH Trustees of Trust Funds

Simplify your job as a Trustee of Trust Funds with full-service support including fiduciary investment management and complete principal and income accounting and reporting.


Trustees of Trust Funds in New Hampshire now have access to a full range of investment management and administrative support solutions through Bearing Point Wealth Partners, Inc.   We understand how difficult it can be to effectively manage your town or city's trust funds, particularly in today's low interest-rate environment.  As a Trustee, your search for higher returns can be overshadowed by the increased administrative burden of holding multiple accounts at different custodians and the difficulty of maintaining proper principal and income accounting for your trust funds.

Our Purpose

  • Share trustee best practices among NH towns & cities through our quarterly newsletter Trustee Times
  • Provide professional investment management and administrative support to Trustees
  • Improve municipal investment returns
  • Ensure compliance with state laws through prudent, fiduciary investment management
  • Share an investment policy that meets RSA requirements so that Trustees do not have to prepare one
  • Eliminate tedious Trustee bookkeeping
  • Provide timely MS-9 and MS-10 reports to Trustees upon demand, even monthly

Our Investment Objectives

  • Provide prudent investment management
    • Trust Funds invested according to the Prudent Investor Rule
    • Capital Reserve Funds invested according to the Prudent Man Rule
  • Simplify investment management and reporting

Our Service Objectives

  • Provide full bookkeeping for Trustees
  • Maintain principal & income accounting at all times
  • Produce MS-9 and MS-10 reports for Trustees upon demand
  • Prepare MS-9, MS-10 and annual town/city reports within 10 days of the end of the accounting year for Trustees
  • Provide secure on-line account access to portfolios

Your accounts will be custodied at National Advisors Trust Company, a Federal Savings Bank with over $8 billion in assets regulated by the Office of the Comptroller of the Currency (OCC).  By law, all client securities held at National Advisors Trust are segregated, providing you with protection against custodial risk.  National Advisors Trust provides access to a full range of investment solutions including no-load mutual funds, exchange-traded funds, individual bonds, and FDIC-insured deposit products.

Contact our office now at (603) 926-1775 or send us an email to learn more about how we can help you successfully meet your obligations as a Trustee of Trust Funds.

More Information:

Operations

Portfolios

FAQs

Best Practices

RSA Links

Trustee Training

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