Investment Management

First We Listen

Investment Management

When you meet with one of our staff, you will talk about asset allocation among equities, fixed income and money market funds. We’ll discuss your risk tolerance, time horizon, income needs, tax or legal issues, along with economic and market conditions and other factors. These discussions will help develop both your long- and short-term goals with your investments.

Our process as your Investment Manager/Advisor, Corporate Trustee or Agent includes:

• Creating a customized results-oriented, risk-controlled investment strategy;
• Managing your self-directed retirement accounts (rollover or transfer IRAs, rollovers from 401(k) plans, etc.);
• Serving as Corporate Trustee or Co-Trustee to administer trusts (charitable, revocable, irrevocable and insurance), or serving as Agent to assist with your fiduciary duties;
• Working with your family and team of professionals to coordinate legal, tax, financial and estate planning strategies;
• Providing a trustworthy resource for assistance with everyday living situations in a bonded and ethical manner;
• Providing peace of mind by managing financial responsibilities should you become incapacitated or during extended absences, assuring that your monies are being properly spent and not misused (accidentally or intentionally);
• Customizing solutions and strategies to suit your specific needs;
• Providing financial continuity and flexibility from one generation to the next.

Investment Philosophy, Objectives & Asset Allocation

Download our Investment Philosophy, Objectives and Asset Allocation forms for details about the types of questions that need to be answered to choose the correct objective for you.

Piscataqua Savings Bank

Trust & Investment Department

15 Pleasant Street, 2nd Floor
Portsmouth, NH 03801Phone:603.430.2955 or 800.286.5254
Fax:603.430.2133
Email:trustdept@piscataqua.com
Hours: 9 a.m. to 4 p.m. weekdays or by appointment.

Please Note: e-mail to and from us is not secure. Customers should not e-mail us sensitive, personal identifying information such as account numbers. We will not respond to any request requiring us to e-mail personal identifying information.

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