Our Investment Strategy

Presented by Charlie Buckley, Chair of Investment Committee

2024 was a year of great progress with regards to the Trust’s endowment.   Through prudent stewardship we have been able to consistently grow our endowment portfolio over the past two decades.   With the size of the portfolio now at a more material level, we decided to consolidate the management of the various accounts with one of New England’s leading financial advisory firms, Prime Buchholz.  The transition was completed during the summer of 2024 and we have already realized dividends from this effort, literally and figuratively.   We not only further diversified our portfolio during these uncertain times, we have also materially reduced the carbon footprint associated with the portfolio.

As you think of gifting strategies, including legacy gifts, please keep KCT in mind as a responsible steward.  Our annual operating budget to maintain all the beautiful properties that have been protected requires a healthy endowment capable of funding the various needs.

To find out about how to contribute stock donations, please contact Executive Director, Tom Bradbury, at tom@kporttrust.org or by calling 207-967-3465.