University Investment Accounts to Be Consolidated by Fund Evaluation Group
Westfield State UniversityHigher Ed · Westfield, MA- Document date
- Feb 19, 2026
The 30-second brief
The Finance Committee recommended approval to consolidate Westfield State University's two Schwab investment accounts into a single account, as advised by Fund Evaluation Group, LLC, to streamline reporting and management. The transaction will take place at the end of March 2026 or a mutually agreed month-end date.
Fund Evaluation Group LLC holds this financial services contract with Westfield State University. Its other public contracts on record include work for City of Grosse Pointe Woods and University Of Illinois System Offices.
Term as filed: To be merged at end of March 2026 or a reasonable month-end as determined by WSU.
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Contract details
- Contract type
- Financial Services
- Document date
- February 19, 2026
- Term
- To be merged at end of March 2026 or a reasonable month-end as determined by WSU
- Source document
- Westfield State University Finance Committee Agenda February 19, 2026 (Agenda)
Fund Evaluation Group LLC's other public contracts
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Questions about this contract
Who was awarded the financial services contract by Westfield State University?
Fund Evaluation Group LLC was awarded this financial services contract by Westfield State University, as recorded on February 19, 2026.
What type of contract is this?
This is a Financial Services contract, documented as a agenda record.
Where was this contract approved?
This contract appears in Westfield State University Finance Committee Agenda February 19, 2026 (Agenda), dated February 19, 2026 from Westfield State University. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Fund Evaluation Group LLC hold?
Fund Evaluation Group LLC may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
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