Belmont Trustees review $5M portfolio, explore restructuring
Belmont Trustees reviewed a $5 million portfolio and directed advisors to study restructuring options. Investment advisors from BNH Wealth Management will study restructuring some accounts to focus on income generation rather than overall return. The quarterly portfolio review, presented by Paul
misc · Meeting of September 28, 2026
NH BELMONT — Belmont Trustees reviewed a $5 million portfolio and directed advisors to study restructuring options. Investment advisors from BNH Wealth Management will study restructuring some accounts to focus on income generation rather than overall return. The quarterly portfolio review, presented by Paul Zepf and Cynthia Day, showed holdings of $5,047,168.99, while New Hampshire Public Deposit Investment Pool accounts totaled $5,843,579.87 across town, school, and water district funds.
Year-to-date yield on PDIP funds declined from 3.86 to 3.80 percent, with disbursements of $256,158.98, and trustees discussed cemetery perpetual care funding and ongoing redocumentation efforts.
In the full story:
- The complete report — 256 words
Source: the misc meeting of September 28, 2026, reported from the official video recording and transcript.
Members read the rest of this story and every Belmont meeting we cover, in full.
Become a memberAlready a member? Sign inA 30-day free trial needs a payment method. After it, your membership renews at the price shown at checkout until you cancel, which you can do anytime from your account. Subscription terms
Share this brief
Know someone in Belmont who follows town government? Share Townbrief Belmont: they can sign up free.