This bid is for investment advisory and custodial services for Snow College, 150 College Ave., Ephraim, Utah 84627, with an additional campus in Richfield, Utah.
Can you do this job? Tell us your price.
We write the bid, handle the paperwork, and submit it for you. No upfront fees.
Got it.
You send a priceOne number, before November 14, 2026.
We bid itXL Eagle submits the bid as the main contractor.
You do the workIf it is awarded, you do the job as our subcontractor.
Portfolio: Approximately $34 million in endowment and foundation assets, plus future contributions.
Services: Full-time, non-discretionary investment advice, portfolio strategy, asset allocation, and custodial services; custodial-only quotes are also welcome.
Reporting: Monthly activity and performance reports with benchmarks, GAAP/GASB fair-value reporting, and annual fiscal-year performance reports.
Support: Ongoing consultation and three board meetings annually, including two in person and one virtual.
Term and pricing: Five years beginning in 2026/27. Please itemize initial and ongoing advisory, management, custody, transaction, and travel fees, including asset-based rates and anticipated increases.
XL Eagle