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Home / Show All / Client Announcements / $28m VT Endowment, The Curtis Fund, Issues Consultant eRFP Through InHub

$28m VT Endowment, The Curtis Fund, Issues Consultant eRFP Through InHub

Date
02 . Feb . 17

$28m VT Endowment, The Curtis Fund, Issues Consultant eRFP Through InHub

Name: General Education Fund, Inc. D/B/A The Curtis Fund
Account Size: $28,000,000
Account Type: Endowment

Location: Burlington, VT

Principal RFP Contact: Joseph Boutin, Chairman

 

An RFP for Traditional Consulting services was issued to select firms.  The incumbent, Merchants Trust Company, was invited to re-bid.  The Endowment is conducting the RFP to prudently gain insight into fees and services typical in the current marketplace, and will determine the best course of action.  Funds are currently invested in mutual funds.

 

The RFP was issued (to invited-candidates only) on February 1st, 2017, and proposals are due March 1st.  In-person finals presentations are expected to occur May 5th, with a final decision expected by May 16th.
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This message was approved by: Joseph Boutin, President, The Curtis Fund

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