cuny-city-college-meeting-minutes-2023-02-15_8c0.pdf
CUNY Approves CAPTRUST Retirement Advisory Contract
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Description
The CUNY Board of Trustees approved five-year contracts with CapFinancial Partners, LLC d/b/a CAPTRUST Financial Advisors, not to exceed $518,363, to provide investment advisory services for the University’s retirement plans. CAPTRUST will advise on selection, monitoring, and fees of investment options for the Optional Retirement Program and Tax Deferred Annuity Plan.
Contract Details
Contract Amount
Not to exceed $518,363
Vendor
CAPFINANCIAL PARTNERS LLC DBA CAPTRUST FINANCIAL ADVISORS
Agency
Cuny City College, NY
Contract Type
FINANCIAL_SERVICES
Document Date
February 15, 2023
Contract Term
Five (5) years, effective January 2023
Renewal Date
2028-12-31
Renewal Info
Initial term of five years beginning January 2023; any material changes to terms and conditions must be resubmitted to the Board for approval. No explicit renewal options stated.
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