Winchester Commissioners of Trust Funds approve portfolio rebalancing, defer restructuring decisions. Patrick Campbell's three-member board approved monthly expenditures of $42.25 from the H.F. Johnson Fund, $2,135.41 from the Cemetery Permanent Care Trust, and $778.30 from other Cemetery Funds for
Winchester trust fund commissioners authorize silver exchange-traded fund investment, cite diversification benefits. Chair Patrick Campbell and commissioners Cornelis Biemans and Robert B MacIntosh approved the purchase of a 1 percent position in SLV, funded by available cash. The board reported 12
Winchester's Commissioners of Trust Funds suspend major investment initiatives after board member's exit. Patrick Campbell, chair of the board, led commissioners in halting plans to restructure the General Stabilization Fund and hire an external portfolio manager for the OPEB Irrevocable Trust
Trust board maintains investment stance despite market concerns. The Winchester Commissioners of Trust Funds heard a presentation from Rockland Trust, which administers over $9 billion in municipal assets, but declined to alter the current investment allocation. Chair Patrick Campbell led the
Winchester trust fund commissioners approve investment portfolio rebalancing amid shifting market conditions. The Board of Commissioners of Trust Funds, chaired by Patrick Campbell, approved selling Vanguard World Health Care ETF across all accounts and purchasing Alerian MLP ETF, yielding
Commissioners of Trust Funds rebalance four trust accounts in response to geopolitical market turmoil. Chair Patrick Campbell reported year-to-date performance had fallen to near zero percent from an all-time high, prompting a shift from international equities to investment-grade US bonds across
Commissioners of Trust Funds rebalance portfolios in effort to reduce investment volatility. Chair Patrick Campbell, Cornelis Biemans, and Robert B MacIntosh approved elimination of the iShares ESG MSCI USA Leaders fund and addition of the Invesco S&P 500 High Dividend Low Volatility fund across
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