CONTRACTONGOING

SUU Investment Report Lists Soltis Advisory Assets

Document date: Mar 15, 2024

What it covers

Southern Utah University's January 2024 investment report listed Soltis Investment Advisors among its investment custodians or managers. The report showed approximately $34.8 million in ending monthly balances associated with Soltis.

Who holds it

Soltis Investment Advisors holds this financial services contract with Southern Utah University. Its other public contracts on record include work for Utah Office of the State Treasurer | State of Utah and Utah State Money Management Council | State of Utah.

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Contract details

Contract type: Financial Services
Document date: March 15, 2024
Vendor: Soltis Investment Advisors
Agency: Southern Utah University
Source document: Southern Utah University AgendaPacket Board of Trustees Meeting 2024-03-15 (AgendaPacket)

Soltis Investment Advisors's other public contracts

Southern Utah University, UtahSUU Highlights Ongoing Investment Advisory Work with Soltis · Mar 27, 2026Undisclosed Utah Office of the State Treasurer | State of Utah, UtahSoltis Investment Adviser List Updated · Sep 18, 2025Undisclosed Utah State Money Management Council | State of Utah, UtahSoltis Investment Adviser Listing Updated · Jun 30, 2025Undisclosed Utah Tech University, UtahSoltis Investment Advisors Continues Foundation Investment Work · Mar 5, 2021Undisclosed All Soltis Investment Advisors contractsVendor profile

More Southern Utah University contracts

GOOGLESUU Discusses Initiative Including 500 Google Licenses · Jun 5, 2026Undisclosed Soltis Investment AdvisorsSUU Highlights Ongoing Investment Advisory Work with Soltis · Mar 27, 2026Undisclosed Google LLCFaculty considers funding request for Google drive storage · Oct 2, 2025Undisclosed CHARTWELLSChartwells Rent Payment Noted in Auxiliary Report · Sep 26, 2025Undisclosed SOLSTICESUU Continues Investment Advisory Engagement With Solstice · Apr 24, 2025Undisclosed All Southern Utah University activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Southern Utah University?

Soltis Investment Advisors was awarded this financial services contract by Southern Utah University, as recorded on March 15, 2024.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in Southern Utah University AgendaPacket Board of Trustees Meeting 2024-03-15 (AgendaPacket), dated March 15, 2024 from Southern Utah University. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Soltis Investment Advisors hold?

Soltis Investment Advisors 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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