Boyd Watterson Asset Management LLC is a firm that provides investment management, commercial bank, financial advisor, fiduciary trustee, and building leasing to nonprofit clients. They primarily provide their services regionally, with most clients in New York, Pennsylvania, and Michigan (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 $22 million to $143 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Management-Ila Managed Health Care Trust Fund | 501(c)(9) | New York, NY | ||
| 2 | Operating Engineers' Local 324 Health Care Plan | 501(c)(9) | Troy, MI | ||
| 3 | Sheet Metal Workers Health Fund of Local Union No 19 | 501(c)(9) | Philadelphia, PA | ||
| 4 | Laborers Union Local 1298 of Nassau and Suffolk Counties Welfare Fund | 501(c)(9) | Hempstead, NY | ||
| 5 | United Service Workers Union, Iujat | 501(c)(9) | Long Island City, NY | ||
| 6 | Laborer's District Council Building and Construction Industry H&W Fund | 501(c)(9) | Philadelphia, PA | ||
| 7 | Cement and Concrete Workers DC Welfare Fund | 501(c)(9) | Bayside, NY | ||
| 8 | Northeast District Council of the Opcmia Welfare Fund | 501(c)(9) | Bronx, NY | ||
| 9 | Welfare Fund of Heat and Frost Insulators Local 12 | 501(c)(9) | Long Island City, NY | ||
| 10 | Teamsters Local Union No 115 Health and Welfare Fund | 501(c)(9) | Philadelphia, PA | ||
| ... | and 16 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, Fiduciary Investment Advisors, Ubs Financial Services, Inc., Minnesota Life Insurance Company, Healthcare Community Securities Cor, Cambridge Investment Research Inc, Benefit Plans Admin Services, Inc., Paychex, Inc., Oneamerica Retirement Services LLC, and Sei.
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