Dodge and Cox is a firm that provides investment management and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in California (although they are present in other states as well).
Most Dodge and Cox clients are health and welfare funds, outpatient health care practitioners and facilities, hospitals, and individual and family services with revenues ranging from $18 million to $336 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Nemours Foundation | 501(c)(3) | Jacksonville, FL | ||
| 2 | Institute of Electrical and Electronics Engineers (IEEE) | 501(c)(3) | Piscataway, NJ | ||
| 3 | Adapt Community Network | 501(c)(3) | New York, NY | ||
| 4 | Annie E Casey Foundation (AECF) | 501(c)(3) | Baltimore, MD | ||
| 5 | Brookfield Zoological Chicago | 501(c)(3) | Brookfield, IL | ||
| 6 | Wheeler Clinic | 501(c)(3) | Plainville, CT | ||
| 7 | Edison Electric Institute (EEI) | 501(c)(6) | Washington, DC | ||
| 8 | Securities Industry and Financial Markets Association (SIFMA) | 501(c)(6) | New York, NY | ||
| 9 | Association of The United States Army | 501(c)(3) | Arlington, VA | ||
| 10 | American Society of Radiologic Technologists (ASRT) | 501(c)(6) | Albuquerque, NM | ||
| ... | and 234 more Dodge and Cox not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Dodge and Cox in the nonprofit sector include Prudential Retirement Insurance and, Wilshire Associates Inc., Envestnet Retirement Solutions, LLC, Edward Jones, Reliance Trust Company, Resources Investment Advisors, Inc., Advised Assets Group, Loomis Sayles and Co LP, Great West Life and Annuity Ins Company, and Wilshire Advisors LLC.
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