FINANCIAL_SERVICESONGOING

Clearstead Retained for Investment Advisory Services

YSU continues its engagement with Clearstead for investment consulting services, billed at 0.05% of managed assets. Clearstead advises on asset allocation, policy, and manager selection for the university's investment pools.

Document date · December 10, 2025

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WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
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Scope & details

The full contract record, as filed.

Contract amount
0.05% (Consulting Fee)
Contract type
FINANCIAL_SERVICES
Contract term
Ongoing as of 2025-09-30 (annual review dates noted)
Renewal
Reviewed at least annually; service ongoing since before 2025.
Document type
AgendaPacket
Source document
Youngstown State University Board of Trustees Committee Meetings December 2025

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Youngstown State University?

CLEARSTEAD was awarded this financial services contract by Youngstown State University, as recorded on December 10, 2025. The contract value is 0.05% (Consulting Fee).

How much is the CLEARSTEAD contract with Youngstown State University worth?

The CLEARSTEAD contract with Youngstown State University is valued at 0.05% (Consulting Fee), 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 Youngstown State University Board of Trustees Committee Meetings December 2025 (AgendaPacket), dated December 10, 2025 from Youngstown State University. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does CLEARSTEAD hold?

CLEARSTEAD 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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