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Mariner Wealth Advisors Discusses University's Investment Portfolio

Kentucky State University logoKentucky State University
Document date
Jan 30, 2025

The 30-second brief

What it covers

Mr. David King of Mariner Wealth Advisors presented information on himself, the firm, and its Institutional Investment Policy Group. Next, Mr. King discussed the University's portfolio performance.

Who holds it

Mariner Wealth Advisors holds this investment management contract with Kentucky State University. Its other public contracts on record include work for Town of Waterford charter and Washtenaw County.

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Contract details

Contract type
Investment Management
Document date
January 30, 2025
Term
NA
Vendor
Mariner Wealth Advisors
Agency
Kentucky State University
Source document
kentucky-state-university-board-of-regents-finance-advancement-meeting-minutes_6aa.pdf (Minutes)

Mariner Wealth Advisors's other public contracts

Town of Waterford charter, MichiganPension Board Approves Mariner Allocation Model · Oct 13, 2026UndisclosedWashtenaw County, MichiganMariner Wealth Advisors Manages County Investment Account · Oct 13, 2026UndisclosedCity of Mount Dora, FloridaPension Board Continues Mariner Advisory Updates · Sep 18, 2026UndisclosedUniversity Of Southern Indiana, IndianaMariner Wealth Advisors Advises USI Investments · Sep 3, 2026UndisclosedCity of Mount Dora, FloridaPension Board Continues Mariner Quarterly Reporting · Jun 12, 2026UndisclosedAll Mariner Wealth Advisors contractsVendor profile

More Kentucky State University contracts

Kirk Harrods Mobile DetailingKSU Reports Mobile Vehicle Detailing Expense · Oct 3, 2026$125Follett Higher Education Group IncKSU Reports Follett Expense and Bookstore Order · Oct 3, 2026$268.8Cornerstone Government Affairs IncKSU Reports Cornerstone Government Affairs Payments · Oct 3, 2026$13.5KTRANSACTKSU Recommends Transact Electronic Lock Project · Oct 3, 2026$494.5KGovernance Coach IncGovernance Coach Provides Training to KSU Regents · Oct 3, 2026UndisclosedAll Kentucky State University activityAgency profile

Questions about this contract

Who was awarded the investment management contract by Kentucky State University?

Mariner Wealth Advisors was awarded this investment management contract by Kentucky State University, as recorded on January 30, 2025.

What type of contract is this?

This is a Investment Management contract, documented as a minutes record.

Where was this contract approved?

This contract appears in kentucky-state-university-board-of-regents-finance-advancement-meeting-minutes_6aa.pdf (Minutes), dated January 30, 2025 from Kentucky State University. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Mariner Wealth Advisors hold?

Mariner Wealth Advisors 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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Explore Kentucky State University's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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