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 Three Bearings Fiduciary Advisors, 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
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Provide professional investment management and administrative support to Trustees
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Improve municipal investment returns
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Ensure compliance with state laws through prudent, fiduciary investment management
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Share an investment policy that meets RSA requirements so that Trustees do not have to prepare one
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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 promptly after the end of the accounting year for Trustees
- Provide secure on-line account access to portfolios
Your accounts will be custodied at Fidelity Brokerage Services. Fidelity Brokerage Services 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.
