Investment Advisory Services Provided By Simon Quick

Under the Mountain Munchkins agency fund structure, investment management services are currently provided by Simon Quick, the Telluride Foundation’s advisory firm. Pooled assets, including the Mountain Munchkins Fund, incur a 0.75% annual fee assessed quarterly for these services.

Document date · August 20, 2026

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Scope & details

The full contract record, as filed.

Contract amount

0.75% annually, assessed quarterly (investment advisory fee on pooled funds)

Contract type

FINANCIAL_SERVICES

Renewal

Advisory relationship is described as ongoing under the Foundation’s investment policy; specific renewal terms are not detailed in the document.

Document type

AgendaPacket

Source document

Town of Mountain Village AgendaPacket Regular Town Council Meeting 2026-08-20

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Town of Mountain Village?

Simon Quick was awarded this financial services contract by Town of Mountain Village, as recorded on August 20, 2026. The contract value is 0.75% annually, assessed quarterly (investment advisory fee on pooled funds).

How much is the Simon Quick contract with Town of Mountain Village worth?

The Simon Quick contract with Town of Mountain Village is valued at 0.75% annually, assessed quarterly (investment advisory fee on pooled funds), covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in Town of Mountain Village AgendaPacket Regular Town Council Meeting 2026-08-20 (AgendaPacket), dated August 20, 2026 from Town of Mountain Village. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Simon Quick hold?

Simon Quick 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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