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Bucks IU Extends Investment Consulting Agreement With Cornerstone

Bucks County IU 22 logoBucks County IU 22
Document date
Oct 20, 2026
Term
January 1, 2027 – December 31, 2029
Renews
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The 30-second brief

What it covers

The Bucks IU approved an amendment extending its investment consulting agreement with Cornerstone Advisors Asset Management, LLC. The extension runs from January 1, 2027, through December 31, 2029, under the existing compensation provisions.

Who holds it

Cornerstone Advisors Asset Management LLC holds this financial services contract with Bucks County IU 22. Its other public contracts on record include work for Adams County and Adams County Transportation Planning Organization.

What happens next

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Contract details

Contract type
Financial Services
Document date
October 20, 2026
Term
January 1, 2027 – December 31, 2029
Renews
On record
Vendor
Cornerstone Advisors Asset Management LLC
Agency
Bucks County IU 22
Source document
Bucks County Intermediate Unit Agenda Board of School Directors Meeting 2026-10-20 (Agenda)

Cornerstone Advisors Asset Management LLC's other public contracts

Adams County, PennsylvaniaCornerstone Advisors Appointed as 457(b) Plan Advisor · Mar 4, 2026Adams County, PennsylvaniaCounty to hire Cornerstone as 457(b) investment advisor · Nov 26, 2025Adams County Transportation Planning Organization, PennsylvaniaInvestment Advisor Appointed for Deferred Compensation Plan · Nov 26, 2025All Cornerstone Advisors Asset Management LLC contractsVendor profile

More Bucks County IU 22 contracts

Doylestown Country ClubBucks IU Dinner Quote Secured With Doylestown Country Club · Oct 27, 2026Saint Elizabeth UniversityClinical Training Affiliation Agreement With Saint Elizabeth University · Oct 20, 2026UndisclosedSaint Elizabeth UniversityBucks IU Approves Clinical Training Affiliation With Saint Elizabeth · Oct 20, 2026UndisclosedCouncil Rock School DistrictBucks IU Approves Chief Science Officers MOU With Council Rock · Oct 20, 2026Provident Energy Consulting LLC (Pec)Bucks IU Authorizes Future Energy Procurement Through PEC · Oct 20, 2026UndisclosedAll Bucks County IU 22 activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Bucks County IU 22?

Cornerstone Advisors Asset Management LLC was awarded this financial services contract by Bucks County IU 22, as recorded on October 20, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in Bucks County Intermediate Unit Agenda Board of School Directors Meeting 2026-10-20 (Agenda), dated October 20, 2026 from Bucks County IU 22. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Cornerstone Advisors Asset Management LLC hold?

Cornerstone Advisors Asset Management LLC 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 Bucks County IU 22 currently buying?

Explore Bucks County IU 22's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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