A Complete Solution for New Hampshire Cities and Towns.

Trustees of Trust Funds in cities and towns across the state of New Hampshire have relied on Charter Trust Company to manage all aspects of their trust funds since 1984.  Offering a complete end-to-end solution for managing today’s complex city or town trust funds, we do not outsource any of the vital investment, administrative, or reporting functions.

If your town is employing the Prudent Investor rule, New Hampshire RSA 31:25-d requires the hiring of an investment professional to manage municipal trust fund accounts.  Charter Trust Company provides a complete solution for managing municipal trust funds. Your Wealth Manager is your single point of contact for the account and is available as needed for meetings and other town functions.

  • State of New Hampshire form MS9 and MS10 preparation

  • Preparation of required reports for town meeting

  • Custody & safekeeping of account assets

  • Monthly statements of activity

  • Collection and payment of income

  • Bookkeeping assistance

  • Sub Accounting as needed

We have been serving New Hampshire municipalities for decades and would love to talk with you about how we can help your city or town.  If you need help putting together a Request for Proposal (RFP) for your town funds, we can help!  Please give us a call at 603-224-1350 to discuss or stop into one of our local offices to meet our staff.