Trust Fund Commissioners approve quarterly portfolio rebalancing
Upton Trust Fund Commissioners approve quarterly portfolio rebalancing following market review. Board Chair Robert Fleming and commissioners Lyn Haggerty and Stephen Matellian reviewed quarterly performance with Paul McDonough of RBC Wealth Management, noting recent stock market downturns but
Board of Trust Fund Commissioners · Meeting of March 24, 2026
Upton Trust Fund Commissioners approve quarterly portfolio rebalancing following market review. Board Chair Robert Fleming and commissioners Lyn Haggerty and Stephen Matellian reviewed quarterly performance with Paul McDonough of RBC Wealth Management, noting recent stock market downturns but identifying promising Q2 indicators. The Expendable portfolio decreased partly due to Select Board disbursements.
The commissioners unanimously approved rebalancing according to RBC recommendations.
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Source: the Board of Trust Fund Commissioners meeting of March 24, 2026, compiled from the official minutes.
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