Clearstead Retained for Investment Advisory Services
Trusted by teams at
Description
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.
Contract Details
Contract Amount
0.05% (Consulting Fee)
Vendor
CLEARSTEAD
Agency
Youngstown State University, OH
Contract Type
FINANCIAL_SERVICES
Document Date
December 10, 2025
Contract Term
Ongoing as of 2025-09-30 (annual review dates noted)
Renewal Info
Reviewed at least annually; service ongoing since before 2025.
More from CLEARSTEAD
More from Youngstown State University
Youngstown State University Board of Trustees Meeting Agenda Packet December 2025
Youngstown State University Board of Trustees Meeting Agenda Packet December 2025
Youngstown State University Board of Trustees Meeting Agenda Packet December 2025
Youngstown State University Board of Trustees Meeting Agenda Packet December 2025
Youngstown State University Board of Trustees Meeting Agenda Packet December 2025
Get alerts on contract renewals, new awards, and vendor activity.
See live SLED buying signals, source docs, decision-makers, contract context, and the next step into your CRM or pipeline.