FINANCIAL_SERVICESONGOING

Mariner Wealth Advisors Advises USI Investments

Mariner Wealth Advisors serves as the investment advisor for the university’s VEBA Trust and University Investments. The committee heard reports on those investment programs and reviewed the related investment policy statements.

Document date · September 3, 2026

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Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal
Annual review of the investment policy statements is indicated; no specific renewal or expiration date stated.
Document type
Agenda
Source document
University of Southern Indiana Agenda Finance/Audit Committee Meeting 2026-09-03

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by University Of Southern Indiana?

Mariner Wealth Advisors was awarded this financial services contract by University Of Southern Indiana, as recorded on September 3, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in University of Southern Indiana Agenda Finance/Audit Committee Meeting 2026-09-03 (Agenda), dated September 3, 2026 from University Of Southern Indiana. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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