Fidelity Advisor is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in Kentucky and Pennsylvania (although they are present in other states as well).
Most Fidelity Advisor clients are assisted living and continuing care retirement communities, electric power generation, transmission, and distribution establishments, elementary and secondary schools, outpatient health care practitioners and facilities, hospitals, residential mental health and substance abuse facilities, and civic and social organizations with revenues ranging from $19 million to $72 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Lifebanc | 501(c)(3) | Cleveland, OH |
| 2 | Girl Scouts Western Pennsylvania | 501(c)(3) | Pittsburgh, PA |
| 3 | Masonic Homes of Kentucky | 501(c)(3) | Masonic Home, KY |
| 4 | Hoffman Homes | 501(c)(3) | Littlestown, PA |
| 5 | Val Verde Regional Medical Center (VVRMC) | 501(c)(3) | Del Rio, TX |
| 6 | The Highlander Charter School | 501(c)(3) | Providence, RI |
| 7 | Intercounty Electric Cooperative Association | 501(c)(12) | Licking, MO |
| 8 | Christian Care Communities | 501(c)(3) | Louisville, KY |
| 9 | United Association - 597 | 501(c)(5) | Chicago, IL |
| 10 | Lutheran Care Network | 501(c)(3) | Scarsdale, NY |
Competitors to Fidelity Advisor in the nonprofit sector include Ivy Funds, Inc., Morningstar, Towers Watson, Caremark, Pioneer Investment Management, Inc, Harbor Funds, Morningstar Investment Management LLC, Fiduciary Investment Advisors, CBIZ Retirement Plan Services, and Spencer Fane Britt and Browne LLP.
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