University of Vermont Provost's Report May 2026
Wells Fargo Advisors Manages UVM Bond Portfolio
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Description
The University of Vermont utilizes Wells Fargo Advisors as an approved manager for its laddered bond portfolio in the intermediate-term pool. This relationship supports the university’s fixed-income investment strategy under the Cash Management and Liquidity Policy.
Contract Details
Vendor
WELLS FARGO ADVISORS
Agency
University of Vermont Board of Trustees, VT
Contract Type
FINANCIAL_SERVICES
Document Date
May 13, 2026
Renewal Info
No contract term is disclosed; continued engagement depends on remaining on the approved managers list maintained by the administration.
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