FINANCIAL_SERVICESONGOING

Graystone Consulting Advises SSU Foundation Endowment

Sonoma State University Foundation’s Investment Committee agenda shows Graystone Consulting providing updates on pooled endowment investments and capital markets, signaling an ongoing investment advisory relationship. The firm is expected to review portfolio performance and asset allocation for the Foundation’s endowment funds.

Status
ONGOING
Document date
May 6, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Graystone Consulting
Agency
Sonoma State University · CA

Trusted by teams at

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
SafeTouch logo
IANS Research logo
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
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Document type
Agenda
Source document
Sonoma State University Agenda SSU Foundation Investment Committee Meeting 2026-05-06

Related contracts

Other contracts from Graystone Consulting.

View all →

Frequently asked questions

Common questions about this contract, answered from the record.

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

Graystone Consulting was awarded this financial services contract by Sonoma State University, as recorded on May 6, 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 Sonoma State University Agenda SSU Foundation Investment Committee Meeting 2026-05-06 (Agenda), dated May 6, 2026 from Sonoma State University. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Graystone Consulting hold?

Graystone Consulting may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Graystone Consulting's profile

What is Sonoma State University currently buying?

Explore Sonoma State University's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Sonoma State University's profile

Bring us your territory.
We'll show you what is forming.

B2G and SLED sales intelligence. Surface government procurement signals from 80,000+ state, local, and education agencies months before the RFP.

Try Civic IQ for free