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 and hospitals with revenues ranging from $22 million to $460 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 | Annie E Casey Foundation (AECF) | 501(c)(3) | Baltimore, MD | ||
| 4 | Edison Electric Institute (EEI) | 501(c)(6) | Washington, DC | ||
| 5 | Chicago Zoological Society | 501(c)(3) | Brookfield, IL | ||
| 6 | Rainforest Alliance | 501(c)(3) | New York, NY | ||
| 7 | Association of The United States Army | 501(c)(3) | Arlington, VA | ||
| 8 | American Society of Radiologic Technologists (ASRT) | 501(c)(6) | Albuquerque, NM | ||
| 9 | Girl Scouts of the United States of America (GSUSA) | 501(c)(3) | New York, NY | ||
| 10 | Campaign for Tobacco-Free Kids | 501(c)(3) | Washington, DC | ||
| ... | and 157 more Dodge and Cox not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Dodge and Cox in the nonprofit sector include Morningstar, NFP Retirement Inc., Charles Schwab Investment Management Inc., Towers Watson, Benefit Plans Admin Services, Inc., J.P. Morgan Investment Management, Ubs Financial Services, Inc., Capital Research and Management Company, Advised Assets Group, LLC, and Raymond James Financial Services.
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