Fisher Investments is a firm that provides investment management and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in California and Ohio (although they are present in other states as well).
Most Fisher Investments clients are health and welfare funds, colleges, universities, and professional schools, hospitals, vocational rehabilitation services, environment, conservation, and wildlife organizations, and grantmaking foundations with revenues ranging from $17 million to $327 million.
Previous legal names, trade names, or just variations of their name include: Fisher Investments, LLC.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | San Francisco Bay University (NPU) | 501(c)(3) | Fremont, CA | ||
| 2 | Amon G. Carter Foundation (AGCF) | 501(c)(3) | Fort Worth, TX | ||
| 3 | Anne Ray Charitable Trust (ARCT) | 501(c)(3) | Eden Prairie, MN | ||
| 4 | Promedica Health System | 501(c)(3) | Toledo, OH | ||
| 5 | Marion Goodwill Industries | 501(c)(3) | Marion, OH | ||
| 6 | Foellinger Foundation | 501(c)(3) | Fort Wayne, IN | ||
| 7 | Easter Foundation | 501(c)(3) | De Pere, WI | ||
| 8 | Carpenters Health and Welfare Trust Fund for Northern California | 501(c)(9) | Oakland, CA | ||
| 9 | Legal Defense Fund of the Peace Officers Research Association of California | 501(c)(5) | Santa Rosa, CA | ||
| 10 | Oberweiler Foundation | 501(c)(3) | Barrington, IL | ||
| ... | and 1 more Fisher Investments not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Fisher Investments in the nonprofit sector include William Blair and Company, Wilmington Trust, Brown Advisory, Lincoln National Life Insurance, Vanguard Funds, Ubs, Alliancebernstein L.P., Pensionmark Financial Group LLC, Investment Performance Services, and Commonwealth Financial Network.
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