Aug 7, 2026BoardMeeting
BoardStcc Investment Sub Committee Investment Sub Committee Meeting
The committee discussed the implementation of a dollar cost averaging approach to transfer funds between the short-term and long-term portfolios to better align with current cash flow and future needs. The committee also received a firm update regarding a name change to Wealthspire Institutional, noting that no changes to strategy, philosophy, or fee structure will occur. Additionally, a governance calendar review was conducted, covering investment management fees, liquidity analysis, and capital markets performance, highlighting strong earnings growth and asset allocation adjustments made to maintain portfolio targets.