Fiduciary Management is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in Wisconsin, California, Indiana, Minnesota, New York, and Texas (although they are present in other states as well).
Most Fiduciary Management clients are health and welfare funds, pension funds, religious organizations, and grantmaking foundations with revenues ranging from $19 million to $158 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Lynde and Harry Bradley Foundation | 501(c)(3) | Milwaukee, WI |
| 2 | Mays Family Foundation | 501(c)(3) | San Antonio, TX |
| 3 | Los Angeles Firemens Relief Association | 501(c)(9) | Los Angeles, CA |
| 4 | Ancilla Systems (ASI) | 501(c)(3) | Hobart, IN |
| 5 | New York State Teamsters Council Health and Hospital Fund | 501(c)(5) | Syracuse, NY |
| 6 | St Paul Electrical Workers Reserve Trust | 501(c)(9) | Saint Paul, MN |
| 7 | Knox Foundation | 501(c)(3) | Milwaukee, WI |
| 8 | Peravid Foundation Agency | 501(c)(3) | Milwaukee, WI |
Competitors to Fiduciary Management in the nonprofit sector include Dreyfus, Allspring, Leafhouse Financial Advisors, LLC, Ab Funds, Investment Performance Services, Schneider Downs and Co., Inc., U.s. Bank National Association, JP Morgan Funds, Natixis Funds, and Marquette and Associates.
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