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Public Higher Education Bulletin

 
Illinois State University
RFP #RR012910
Request for Proposal: Investment Advisory Services
Award InfoPublished Friday April 9, 2010
Awarded to:
Vendor: Loop Capital Markets, LLC, Chicago, IL
Amount: An estimated $325,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2015
Renewals:
1 five-year
Vendor: Stephens, Inc, Little Rock, AR
Amount: An estimated $325,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2015
Renewals:
1 five-year
Vendor: Roth Capital Partners, Newport Beach, CA
Amount: An estimated $325,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2015
Renewals:
1 five-year
Vendor: Samuel A Ramirez & Company, New York, NY
Amount: An estimated $325,000
Terms:
An estimated start date of 7/1/2010 through 6/30/2015
Renewals:
1 five-year
Number of Unsuccessful, Responsive Respondents: 5
The University award process may be delayed up to thirty days as this award goes through a state approval process.
First published Thursday, December 17, 2009
Sealed proposals will be accepted at the address below until 2:00 PM, Friday January 29, 2010:

Purchasing Office
117 Hovey Hall
Normal, IL 61790-1220

The Board of Trustees of Illinois State University on behalf of the University Comptroller Office (ISU) is seeking Proposals from qualified firms to provide Investment Advisory Services for the University. The University reserves the right to make multiple awards to selected firms.

For additional information, contact:
Robyn Schuline
Campus Box 1220
Illinois State University
Normal, IL 61790-1220
Phone: (309) 438-5529
FAX: (309) 438-5555
E-Mail: rsschul@ilstu.edu
Submit 6 copies of the response as defined in the specifications. The University reserves the right to accept or reject any and all responses or parts thereof. Vendor may expect payment thirty to sixty days after receipt of invoice, unless otherwise stated in the bid documents. Illinois Department of Human Rights (IDHR) eligibility number is required on all proposals.

This transaction is subject to the State Board of Elections registration and certification requirements of Public Act 095-0971.

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Other Public Documents
  • RR012910.pdf (988 KB)
  • RR012910QA.pdf (86 KB)