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, and hospitals with revenues ranging from $17 million to $321 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 | Edison Electric Institute (EEI) | 501(c)(6) | Washington, DC | ||
| 7 | Wheeler Clinic | 501(c)(3) | Plainville, CT | ||
| 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 213 more Dodge and Cox not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Dodge and Cox in the nonprofit sector include Msi Financial Services Inc., Segal Marco Advisors, Lazard Asset Management LLC, Wilshire Associates Incorporated, Morningstar Associates, LLC, Nepc LLC, Covington and Burling LLP, Mid Atlantic Trust Company, Charles Schwab and Co., Inc., and Empower Annuity Insurance Company O.
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