SUU Highlights Ongoing Investment Advisory Work with Soltis
Southern Utah UniversityHigher Ed · Cedar City, UT- Document date
- Mar 27, 2026
The 30-second brief
Southern Utah University’s Board of Trustees approved its January and February 2026 investment reports, which highlighted the university’s ongoing collaboration with Soltis Investment Advisors. The advisor’s strategies and recommendations supported portfolio growth, including the reinvestment of $7 million in gains.
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 27, 2026
- Agency
- Southern Utah University
- Source document
- Southern Utah University Board of Trustees Minutes March 27, 2026 (Minutes)
Soltis Investment Advisors's other public contracts
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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 27, 2026.
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 Southern Utah University Board of Trustees Minutes March 27, 2026 (Minutes), dated March 27, 2026 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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