Bank of New Hampshire
Bank of New Hampshire, headquartered in Laconia, NH, is a regional bank offering a full spectrum of financial and investment services, including personal banking, business loans, and dedicated wealth management solutions. The firm’s wealth management division provides tailored management for individuals, businesses, and nonprofits, emphasizing relationship-based service. Founded in 1831, the bank has a longstanding history of serving New Hampshire’s communities with a strong local focus. Employee count is estimated to be around 250-500 based on typical regional banks.
Investment Strategy
Bank of New Hampshire’s Wealth Management team delivers customized solutions focusing on building and preserving assets for individuals, businesses, and nonprofit organizations. Investment strategies include traditional wealth advice, retirement plans, institutional asset management, as well as tailored financial advisor services such as mutual funds, IRAs, annuities, real estate investment trusts, and portfolio management. The approach emphasizes relationship-driven service and prudent, diversified asset allocation aligned with client needs and long-term goals.
Top Holdings
Equity Positions (459)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | Apple Inc | 4.18% | $18.1M | 71,202 | $138.66 | $254.63 | +$3.0M |
G GLD | SPDR Gold Trust | 3.98% | $17.3M | 48,629 | $171.39 | $355.47 | +$2.6M |
I IVV | iShares Core S&P 500 ETF | 3.92% | $17.0M | 25,447 | $476.22 | $669.30 | +$3.8M |
M MSFT | Microsoft Corp | 3.84% | $16.7M | 32,174 | $291.55 | $517.95 | +$340.5K |
V VO | Vanguard Mid Cap ETF | 2.68% | $11.6M | 39,608 | $237.24 | $293.74 | +$370.5K |