New Hampshire Trust
New Hampshire Trust (NHTrust) is a state-chartered trust and investment management firm headquartered in Keene, NH, United States, serving individual investors, corporations, and non-profits. Originally chartered in 2002, NHTrust merged multiple New Hampshire wealth management firms in 2020 under the New Hampshire Mutual Bancorp holding company. The firm provides financial planning, investment management, trust and estate planning, and fiduciary services through a team of experienced, locally-based professionals focused on community-oriented, personalized service. NHTrust has a regional presence and is staffed by a growing team of advisors and wealth management specialists serving clients throughout New Hampshire.
Investment Strategy
NHTrust delivers Wall Street-level investment management in a Main Street setting, offering personalized wealth management and trust solutions built around the client’s goals and needs. Their approach emphasizes strategies tailored to long-term financial objectives, including retirement planning, estate planning, and charitable giving, with the support of advanced technology and a collaborative advisor network. The firm follows disciplined investment principles, integrates estate and trust planning, and prioritizes fiduciary duty and client education throughout the relationship. NHTrust leverages expertise in New Hampshire trust law advantages to maximize asset protection, tax efficiency, and multi-generational wealth transfer.
Top Holdings
Equity Positions (174)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VO | Vanguard Mid Cap ETF | 10.23% | $53.0M | 180,332 | $214.73 | $293.74 | +$4.2M |
A AAPL | Apple Inc | 5.90% | $30.6M | 119,996 | $130.68 | $254.63 | +$5.9M |
M MSFT | Microsoft Corp | 5.86% | $30.3M | 58,548 | $241.79 | $517.95 | +$1.1M |
N NVDA | Nvidia Corp | 4.31% | $22.3M | 119,768 | $15.32 | $186.58 | +$3.3M |
D DFAS | Dimensional US Small Cap ETF | 3.33% | $17.3M | 252,281 | $60.05 | $68.46 | -$3.7M |