FINANCIAL_SERVICESONGOING

Cleveland State University Minutes Board of Trustees Meeting 2026-03-19

Investment Advisor Clearstead Updates CSU on Portfolio

Cleveland State UniversityCLEARSTEAD INVESTMENT ADVISORSMarch 19, 2026

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Description

Clearstead Investment Advisors briefed the Financial Affairs Committee on Cleveland State University’s investment performance and potential policy clarifications, reflecting its continuing role as investment advisor. The committee received the update as part of its regular financial oversight.

Contract Details

Vendor

CLEARSTEAD INVESTMENT ADVISORS

Agency

Cleveland State University, OH

Contract Type

FINANCIAL_SERVICES

Document Date

March 19, 2026

Renewal Info

No specific renewal or amendment actions were taken at this meeting; the advisory relationship appears to be continuing under existing terms.

Issuing Agency