City University of New York Subcommittee on Investment Agenda Packet April 2026
CUNY Continues Investment Advisory Engagement With CAPTRUST
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Description
The City University of New York continues to engage CapFinancial Partners LLC d/b/a CAPTRUST Financial Advisors to provide investment advisory services for its Optional Retirement Program and Tax Deferred Annuity Plan. CAPTRUST advised on the substitution of several mutual fund options based on its ongoing analysis of plan investments.
Contract Details
Vendor
CAPFINANCIAL PARTNERS LLC DBA CAPTRUST FINANCIAL ADVISORS
Agency
Cuny School Of Law, NY
Contract Type
FINANCIAL_SERVICES
Document Date
April 13, 2026
Renewal Info
The document reflects an ongoing advisory relationship under which CAPTRUST performs quarterly reviews and recommends changes to plan investment options; specific renewal terms are not stated.
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