Fiduciary Trust Company Members
These businesses are Fiduciary Trust Company Members of the NHBA. They participate in our strong state and federal government relations program, receive NHBA mailings on current issues, show their support for industry causes by sponsoring events and build their businesses by taking advantage of the many opportunities we give them each year to network with New Hampshire's banking leaders.
CAMBRIDGE TRUST COMPANY OF NEW HAMPSHIRE
Web Site: www.cambridgetrust.com
116 North Main Street
Concord, NH 03301
Fax: (603) 226-3584
Contact: Susan Martore-Baker, President
Cell: (603) 562-8484
State-chartered limited purpose trust company providing highly personalized investment and fiduciary services for individuals, endowments, corporations and municipalities. Additional Office: One Harbour Place, Suite 240, Portsmouth, NH 03801.
CHARTER TRUST COMPANY
Web Site: www.chartertrust.com
90 North Main Street
Concord, NH 03301
Tel: (603) 224-1350
Fax: (866) 351-8163
Contact: Steven A. Albrecht, President/CEO
Charter Trust Company has been dedicated to providing first class investment management services to individuals, families, small businesses and non-profit organizations since 1984. Headquartered in Concord, Charter Trust has five offices located throughout New Hampshire. Charter Trust is owned by Lake Sunapee Bank. Additionally, Charter Trust maintains relationships with several community banks throughout New Hampshire, Maine and Vermont. Our clients have diverse requirements – from those who are just starting to save to those who are investing savings from a lifetime of work. Charter Trust deals primarily with clients in the Northern New England area, but has clients throughout the United States and abroad.
EXETER TRUST COMPANY
Web Site: www.manning-napieradvisors.com
155 Fleet Street Tel: (603) 778-0020
Portsmouth, NH 03801 Fax: (603) 778-0040
Contact: Paul Peltier, President
Joan S. Rice, Vice President
Limited purpose trust company providing custodial and trustee services, primarily in affiliation with Manning and Napier Advisors, Inc of Rochester, NY.
FAMILY CAPITAL TRUST COMPANY
3 Centennial Drive
Peabody, MA 01960
Tel: (978) 278-9300
Fax: (978) 278-9330
Contact: Letitia Hussey Beauregard, Director of Personal Trust
Family Capital Trust Company is a private, New Hampshire chartered corporate trustee that manages family trusts and multi-generation wealth for a select clientele. The company is a small, discreet, well-capitalized organization.
HEMENWAY TRUST COMPANY, LLC
Web Site: www.hemtrust.com
25 Pelham Road, Suite 401
Salem, NH 03079
Tel: (603) 913-8022
Fax: (603) 870-9475
Contact: John J. Siciliano, SVP/Compliance Director
Stephanie A. Hood, CFO
Hemenway Trust Company was established by the Boston law firm Hemenway & Barnes LLP which has been in business for over 150 years.As a private trust company, we provide a full range of fiduciary and wealth management services to families and individuals including: investment management; tax and estate planning; trust and fiduciary services; financial planning; individual retirement accounts; family office services; and charitable planning. Certain services are provided in conjunction with Hemenway & Barnes.
LORING, WOLCOTT & COOLIDGE
230 Congress Street
Boston MA 02110-2437
Tel: (617) 523-6531
Fax: (617) 523-6535
Contact: Thomas R. Appleton, Treasurer
The Loring, Wolcott & Coolidge Office is a multifamily office dedicated to earning our clients' trust by providing solutions that address their diverse wealth management needs. The partners collectively provide investment advice through Loring, Wolcott & Coolidge Fiduciary Advisors, LLP to ourinvestment management clients and to the Trustees who are individually named to serve on each trust. Fiduciary services are provided to these accounts by our custodian, Loring, Wolcott & Coolidge Trust, LLC. These related entities allow us to provide an integrated suite of services to our clients including investment management and estate planning to charitable gift planning and tax preparation.Our mission has never changed: To serve as trusted advisors our clients can rely on for experienced, independent guidance.
THE NEW HAMPSHIRE TRUST COMPANY
255 West Street
Keene, NH 03431
Tel: (603) 352-0863
Fax: (603) 352-1880
Contact: Mike Rafferty
The New Hampshire Trust Company is a state chartered trust and investment management firm for individual investors and non-profits, providing a full array of trust and investment management services to our customers where we reside. Headquartered in Keene, New Hampshire, the Trust Company was chartered on June 12, 2002 and is unique among fiduciary and investment advisors for its combination of strategic partners which include a strong and stable community bank, a highly successful independent trust company, and a committed team of local trust professionals. As a state chartered institution, The New Hampshire Trust Company is examined and regulated by the State of New Hampshire Department of Banking.We are locally owned by our employees,Connecticut River Bank and the Trust Company of Vermont.
777 North Capitol Street, NE
Washington, DC 20002-4240
Tel: (202) 962-4600
Fax: (202) 962-4601
Contact: Angela Montez, Secretary
The ICMA Retirement Corporation and the VantageTrust Corporation provide plan administration services and sponsor investment options for deferred compensation plans, qualified retirement plans, and retirement health savings plans sponsored by Public Employers for their employees. These plans are established under Section 457, 401 of the Internal Revenue Code. In addition, investment options are made available to retirement plans sponsored by both public and private sector employers on a Defined Contribution Investment Only (DCIO) basis through ICMA-RC Services, LLC (RC Services), a FINRA member. RC Services is a wholly-owned subsidiary of ICMA-RC and an affiliate of VantageTrust Company, LLC.