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Investment Advisory Services contract to expire

California State University-Monterey Bay logoCalifornia State University-Monterey Bay
Document date
Mar 8, 2024
Term
Expires June 30, 2024

The 30-second brief

What it covers

Verus' contract for investment advisory services is set to expire on June 30, 2024. Committee is working to send out an RFP in March to ensure a smooth transition and continue to provide expert guidance.

Who holds it

Verus Advisory holds this investment advisory contract with California State University-Monterey Bay. Its other public contracts on record include work for Northfield village and Town of Northfield.

What happens next

Term as filed: Expires June 30, 2024.

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Contract details

Contract type
Investment Advisory
Document date
March 8, 2024
Term
Expires June 30, 2024
Vendor
Verus Advisory
Agency
California State University-Monterey Bay
Source document
california-state-university-monterey-bay-agenda-2024-03-08_030.pdf (Agenda)

Verus Advisory's other public contracts

Northfield village, IllinoisVerus Advisory Investment Update to Pension Board · Aug 13, 2026UndisclosedTown of Northfield, IllinoisReview of Verus Advisory Investment Reports · Apr 15, 2026UndisclosedTown of Northfield, IllinoisOngoing Investment Advisory Reports from Verus Advisory · Feb 11, 2026UndisclosedOakford Fire Protection District, IllinoisVerus Advisory to advise Police Pension Fund · Nov 20, 2025UndisclosedCity of Harvard, NebraskaVerus Advisory, Inc providing investment advisory services. · Nov 6, 2025UndisclosedAll Verus Advisory contractsVendor profile

More California State University-Monterey Bay contracts

Marquette Associates Inc.Marquette Associates manages CSUMB Foundation investments · Dec 13, 2024$417B+UNIVERSITYCSUMB services to have a $46k cost allocation · Jun 7, 2024$46KUNIVERSITYUC to manage employee efforts for $198,205 · Jun 7, 2024$198.2KCcs Facility Services$120,000 campaign consultant from CCS · Jun 7, 2024$120KCampusworks Inc.Campus Works contracted to improve IT services · Mar 8, 2024UndisclosedAll California State University-Monterey Bay activityAgency profile

Questions about this contract

Who was awarded the investment advisory contract by California State University-Monterey Bay?

Verus Advisory was awarded this investment advisory contract by California State University-Monterey Bay, as recorded on March 8, 2024.

What type of contract is this?

This is a Investment Advisory contract, documented as a agenda record.

Where was this contract approved?

This contract appears in california-state-university-monterey-bay-agenda-2024-03-08_030.pdf (Agenda), dated March 8, 2024 from California State University-Monterey Bay. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Verus Advisory hold?

Verus Advisory 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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What is California State University-Monterey Bay currently buying?

Explore California State University-Monterey Bay's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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