Coldstream Wealth Management to Present Endowment Update

The University Foundation’s Finance and Investment Committee is scheduled to receive a financial management report from Coldstream Wealth Management. The presentation will cover endowment performance and current market conditions; no contract amount or term is stated.

Document date · September 18, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

Agenda

Source document

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

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

PENDING

California State University-Chico, CaliforniaJan 27, 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 September 18, 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 California State University Chico University Foundation Agenda Finance & Investment Committee Meeting 2026-10-08 (Agenda), dated September 18, 2026 from California State University-Chico. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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