CAPTRUST Manages FGCU Foundation Investment Portfolio
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Description
The FGCU Foundation continues its existing relationship with CAPTRUST for investment advisory services, with the firm managing a $186 million portfolio under a defensive strategy. The minutes note CAPTRUST’s positioning and comparative returns, confirming its active role in stewarding the Foundation’s assets.
Contract Details
Vendor
CAPTRUST
Agency
Florida Gulf Coast University, FL
Contract Type
FINANCIAL_SERVICES
Document Date
April 14, 2026
Renewal Info
Ongoing investment advisory relationship; no specific renewal or amendment action is documented in this meeting. Future renewals likely governed by a separate agreement between the FGCU Foundation and CAPTRUST.
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