Coldstream Wealth Management To Brief CSE Board

Chico State Enterprises noted that Coldstream Wealth Management, its current wealth manager, will brief the Finance & Investment Committee and Board at an upcoming meeting. The ongoing engagement provides investment and wealth management services for CSE funds.

Document date · January 27, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

Ongoing wealth management engagement; no explicit term or renewal structure described in the minutes.

Document type

Minutes

Source document

Chico State Enterprises Board of Directors Meeting Minutes 2026-01-27

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California State University Chico University Foundation Agenda Finance & Investment Committee Meeting 2026-10-08

ONGOING

California State University-Chico, CaliforniaSep 18, 2026

Frequently asked questions

Common questions about this contract, answered from the record.

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

Coldstream Wealth Management was awarded this financial services contract by California State University-Chico, as recorded on January 27, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Chico State Enterprises Board of Directors Meeting Minutes 2026-01-27 (Minutes), dated January 27, 2026 from California State University-Chico. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Coldstream Wealth Management hold?

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