Boyd Watterson Asset Management LLC is a firm that provides investment management, financial advisor, commercial bank, fiduciary trustee, and building leasing to nonprofit clients. They primarily provide their services regionally, with most clients in New York and Pennsylvania (although they are present in other states as well).
Most Boyd Watterson Asset Management LLC clients are health and welfare funds with revenues ranging from $20 million to $96 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Management-Ila Managed Health Care Trust Fund | 501(c)(9) | New York, NY | ||
| 2 | Sheet Metal Workers Health Fund of Local Union No 19 | 501(c)(9) | Philadelphia, PA | ||
| 3 | Uswu Local 74 Welfare Fund Local 74 Welfare Fund | 501(c)(9) | Long Island City, NY | ||
| 4 | Laborers Union Local 1298 of Nassau and Suffolk Counties Welfare Fund | 501(c)(9) | Hempstead, NY | ||
| 5 | Laborer's District Council Building and Construction Industry H&W Fund | 501(c)(9) | Philadelphia, PA | ||
| 6 | Cement and Concrete Workers DC Welfare Fund | 501(c)(9) | Bayside, NY | ||
| 7 | Northeast District Council of the Opcmia Welfare Fund | 501(c)(9) | Bronx, NY | ||
| 8 | Welfare Fund of Heat and Frost Insulators Local 12 | 501(c)(9) | Long Island City, NY | ||
| 9 | Teamsters Local Union No 115 Health and Welfare Fund | 501(c)(9) | Philadelphia, PA | ||
| 10 | Cement Masons Union Local No 592 Welfare Plan | 501(c)(9) | Philadelphia, PA | ||
| ... | and 12 more Boyd Watterson Asset Management LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Boyd Watterson Asset Management LLC in the nonprofit sector include Nationwide, JP Morgan Chase Bank N.a., Matrix Trust Company, Alerus Financial, N.a., Raymond James and Associates, Ubs, Wilmington Trust, Fidelity, Principal, and Ubs Financial Services, Inc..
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