FINANCIAL_SERVICESONGOING

Clearstead Presents Quarterly Investment Review to YSU

Youngstown State University’s Investment Committee received a June 17, 2026 quarterly portfolio asset allocation and performance review from Clearstead, confirming the firm’s ongoing engagement as investment advisor for university non-endowment and endowment assets. The materials detail asset allocation, performance, and peer comparisons for the institution’s investment pools.

Status
ONGOING
Document date
June 17, 2026
Contract type
FINANCIAL_SERVICES
Vendor
CLEARSTEAD
Agency
Youngstown State University · OH

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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
Renewal
Clearstead appears to be engaged on an ongoing advisory basis; no specific renewal or end-date terms are provided in the agenda materials.
Document type
AgendaPacket
Source document
Youngstown State University Board of Trustees Committee Meetings Agenda Packet 2026-06-17

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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 June 17, 2026.

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 Agenda Packet 2026-06-17 (AgendaPacket), dated June 17, 2026 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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