Aberdeen Asset Management is a firm that provides investment management, fiduciary trustee, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in Rhode Island, Florida, Michigan, Ohio, and Pennsylvania (although they are present in other states as well).
Most Aberdeen Asset Management clients are health and welfare funds, outpatient health care practitioners and facilities, hospitals, residential intellectual and developmental disability facilities, and grantmaking foundations with revenues ranging from $2.1 million to $166 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Law Enforcement Health Benefits (LEHB) | 501(c)(8) | Philadelphia, PA |
| 2 | Care New England Health System (CNE) | 501(c)(3) | Providence, RI |
| 3 | The Memorial Hospital | 501(c)(3) | Providence, RI |
| 4 | Plumbers and Fitters Local Union 295 Health and Welfare Fund | 501(c)(9) | Jacksonville, FL |
| 5 | Bethesda | 501(c)(3) | Cincinnati, OH |
| 6 | Hudson-Webber Foundation | 501(c)(3) | Detroit, MI |
Competitors to Aberdeen Asset Management in the nonprofit sector include Prime Buchholz and Associates, Towers Watson, Fiduciary Investment Advisors, Segall Bryant and Hamill, Minnesota Life Insurance Company, Raymond James Financial Services, Mma Securities LLC, Ameriprise Financial Services, RBC Capital Markets, and Cambridge Investment Research Inc.
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