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The Curtis Fund Hires Fiduciary Investment Advisors (FIA) following RFP on InHub

Date
14 . Aug . 17

The Curtis Fund Hires Fiduciary Investment Advisors (FIA) following RFP on InHub

“We spent six months vetting twelve candidates, many of whom would have done a good job managing our portfolio. In the end it comes down to the right fit along with proximity, depth of management team, investment style, in-house research capability, price, passive bias combined with some active management (no alternative investments). I can’t emphasize enough that price played an important part, [FIA was] not the low cost bidder, but they were on the low side of the pack. Price matters. Most of the candidates can produce competitive gross returns, but keeping cost down makes a big difference over the long-term.”  said Joe Boutin, The Curtis Fund President said in an email. 

The Curtis Fund Hires Fiduciary Investment Advisors (FIA) as Investment Advisor. Contract effective August 1, 2017.  The $28m Endowment originally issued the RFP on February 1st, 2017 through InHub’s online eRFP technology (www.theinhub.com). See here for prior Curtis Fund announcements, including finalists.

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