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Investment Advisor Raymond James Reports Portfolio Performance

University Of Guam logoUniversity Of Guam
Document date
Sep 25, 2025

The 30-second brief

What it covers

The University of Guam Board of Regents received an update from investment advisor Raymond James on the performance and allocation of the University's investment portfolio. The report indicates continued adherence to the investment policy and positive returns relative to benchmarks.

Who holds it

Raymond James holds this financial services contract with University Of Guam. Its other public contracts on record include work for City of Bloomington and Crossings At Fleming Island Community Development District.

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Contract details

Contract type
Financial Services
Document date
September 25, 2025
Vendor
Raymond James
Agency
University Of Guam
Source document
University of Guam Board of Regents Meeting Minutes September 2025 (Minutes)

Raymond James's other public contracts

City of Bloomington, IllinoisFire Pension Board Considers Raymond James Advice · Oct 20, 2026UndisclosedCrossings At Fleming Island Community Development District, FloridaDistrict Discusses Raymond James Co-Management Agreement · Oct 20, 2026UndisclosedWharton County Junior College, TexasInvestment Broker List Includes Raymond James · Oct 19, 2026UndisclosedFlorence Independent School District, TexasFlorence ISD Approves Raymond James Broker List · Oct 19, 2026UndisclosedSan Joaquin Council Of Governments, CaliforniaSJCOG Investment Recap Lists Raymond James · Oct 19, 2026UndisclosedAll Raymond James contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by University Of Guam?

Raymond James was awarded this financial services contract by University Of Guam, as recorded on September 25, 2025.

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 University of Guam Board of Regents Meeting Minutes September 2025 (Minutes), dated September 25, 2025 from University Of Guam. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Raymond James hold?

Raymond James 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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