The Treasurer’s Office makes a concerted, proactive effort to do business with and utilize services from qualified minority, woman, veteran, and disabled-owned or managed financial companies, particularly those with employees in Illinois. This includes brokerage firms, securities dealers, banks, investment consultants, and other financial institutions. Read our Focus on Inclusion Overview.
Our Office seeks a wide variety of financial services and products from outside parties, including, but not limited to:
• Brokerage/Dealer Services
• Depository Services;
• Custody and Safekeeping;
• Linked/Time Deposits;
• Investment Consulting;
• Capital Markets;
• Asset Management;
• Private Equity;
• Venture Capital; and
• Other investment services.
Preference is accorded to qualified businesses that demonstrate or attest that (1) greater than 50% of the ownership interest of the firm is held by minority, female, veteran, and/or disabled persons, OR (2) greater than 75% of the firm’s senior managers are minority, female, veteran, and/or disabled persons. Definitions of “minority,” “female,” “veteran,” and “disabled person” are located in the Business Enterprise for Minorities, Females and Persons with Disabilities Act (30 ILCS 575) and Sections 45-57 (“Veterans”) of the Illinois Procurement Code (30 ILCS 500/45-57).
Submit a Capabilities Questionnaire
Download, fill out and submit this Capabilities Questionnaire, which provides the Treasurer’s Office with a basis to be proactive in identifying opportunities for business transactions or service/product provision from MWVD companies.
Submit completed questionnaires to firstname.lastname@example.org.
If your firm is owned or managed by minority, female, veteran, and/or disabled persons, visit our Broker/Dealers page, which provides a step-by-step process explaining how you can pursue a business partnership with the Treasurer’s Office.
For non-investment related opportunities, including RFPs, RFIs, invitations to bid, and other related areas, please visit our Procurement Opportunities page.
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