The New Hampshire Trustees of Trust Funds Coalition (The Coalition) provides Trustees with professional accounting, custody, and investment management services under the guidance of Mackensen & Company, located in Hampton, NH.
Services Provided
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Professional investment management
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Trust fund accounting and bookkeeping
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Transaction processing (deposits & distributions)
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Quarterly investment performance reports
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Annual MS-9 and MS-10 report preparation for Trustee review and signature
Goals
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Provide sound investment strategies for Trustees
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Eliminate tedious Trustee bookkeeping, spreadsheet preparation and reporting efforts
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Provide Coalition Members with a communications forum to promote Trustee best practices