CSUSM Foundation Engages Canterbury Consulting for Investment Management

Canterbury Consulting continues to serve as the investment manager for CSUSM Foundation, providing portfolio management and consulting services to support the university's endowment and investment strategies.

Document date · December 12, 2024

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

Meeting Minutes

Source document

california-state-university-san-marcos-meeting-minutes-2024-12-12_5fd.pdf

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by California State University-San Marcos?

Canterbury Consulting was awarded this financial services contract by California State University-San Marcos, as recorded on December 12, 2024.

What type of contract is this?

This is a Financial Services contract, documented as a meeting minutes record.

Where was this contract approved?

This contract appears in california-state-university-san-marcos-meeting-minutes-2024-12-12_5fd.pdf (Meeting Minutes), dated December 12, 2024 from California State University-San Marcos. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Canterbury Consulting hold?

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