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Awarded contract·CSULB Research Foundation·California

CSULB Research Foundation - Investment Management & Advisory Services

Won by TSG Wealth Management$22.9MSingle Award
Contract source

Awarded vendors

  • TSG Wealth Management

Description

The CSULB Research Foundation is seeking investment management and advisory services for a portfolio currently valued at approximately $22.9 million. The contract is for a five-year term, and the selected vendor will provide investment management and advisory services to the Research Foundation. The scope of work includes managing the portfolio and providing advisory services to the Research Foundation. Key information about this contract includes: • The contract is for a five-year term • The selected vendor will provide investment management and advisory services • The portfolio is currently valued at approximately $22.9 million • The contract is expected to be awarded on August 6, 2021

Attached files

Key dates

Duration
5 years

Last updated

Details

Award type
Single Award
Industry
Financial Services
NAICS
523920
Solicitation №
CSULB-RFP-00000082-2021

Contract value

$22,900,000

The contract value is estimated to be around $22.9 million, which is the current value of the portfolio. However, the total contract value may be higher, as the contract is for a five-year term and the portfolio value may increase over time. A more detailed analysis of the contract requirements and the vendor's proposal would be needed to estimate the total contract value.

AI estimate from the award documents

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