EP Wealth Advisors Participate in Investment Oversight

EP Wealth representatives attended the Board meeting as part of their ongoing role in advising on investment of program assets. Their presence underscores the continuing financial services relationship with the Board.

Document date · July 2, 2025

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

Minutes

Source document

state_of_idaho_board_of_directors_minutes_july_202.pdf

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Idaho Department of Insurance | State of Idaho?

Ep Wealth was awarded this financial services contract by Idaho Department of Insurance | State of Idaho, as recorded on July 2, 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 state_of_idaho_board_of_directors_minutes_july_202.pdf (Minutes), dated July 2, 2025 from Idaho Department of Insurance | State of Idaho. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Ep Wealth hold?

Ep Wealth 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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What is Idaho Department of Insurance | State of Idaho currently buying?

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