Trust & Investment Services for Businesses and Non-Profits

Business Banking Services

Proven performance and unmatched service.

Pursuing growth while preserving assets requires sound financial expertise. At VNB you’ll find exactly that kind of expertise—and a dedication to customer service that is unmatched by any other bank. We provide innovative products to assist your captive insurance company in achieving long-term investment goals, all the while meeting your daily operating needs.

You’ll benefit from sweep services, daily pricing of securities, plus on-line PC access to your account. Our cash management and commercial services can help your captive insurance company to maximize its potential. And our experienced Trust Department can work closely with you and your management team to develop and implement an investment program.

By integrating these various services we can develop a unique financial package for you. Rather than a “standard” plan, your package of services will be based on a careful analysis of the nature and timing of your assets and liabilities.

Services

Commercial Services

Cash Management Services

Investment Management and Consulting Services

  • Leading institutional money market funds
  • Portfolio management, both U.S. and international fixed income and stock
  • Asset/liability management
  • Optimum performance with managed controlled risk

Custodial Services

  • Security Trust Agreements
  • Domestic and global custody
  • Daily sweep of idle cash
  • Efficient management and rapid transfer of funds

For additional support or a personal consultation, please contact:

Kathryn T. Boardman
Senior Vice President
PO Box 1308, Burlington, VT 05402-1308
802-652-6177

Bruce V. Allbee
Vice President
Investment Management and Consulting Services
PO Box 1308, Burlington, VT 05402-1308
802-652-6160

Nanette J. Stevens
Vice President/Trust and Investments Division
PO Box 1308, Burlington, VT 05402-1308
802-652-6166

Sherry E. Goulette
Assistant Vice President
Captive Insurance Specialist
PO Box 399, Montpelier, VT 05601-0399
802-223-4870

Mary A. Santor
Captive Insurance Specialist
PO Box 1308, Burlington, VT 05402-1308
802-652-6139

Daniel D. Towle
Captive Insurance Specialist
PO Box 1308, Burlington, VT 05402-1308
802-652-6185

We invite you to contact one of the specialists listed below. We think you’ll welcome the expertise—and personal commitment—that VNB can bring to your company.

Have questions? You can drop by one of our offices, call us at 1-800-367-8862, or contact us by e-mail.

         
     

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Vermont National Bank/First Savings of New Hampshire is insured by the FDIC.

Vermont National Bank /First Savings of New Hampshire is an Equal Housing Lender.