Fisher Investments is a firm that provides investment management, financial advisor, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in California and Indiana (although they are present in other states as well).
Most Fisher Investments clients are hospitals, health and welfare funds, vocational rehabilitation services, environment, conservation, and wildlife organizations, labor unions, and grantmaking foundations with revenues ranging from $21 million to $788 million.
Previous legal names, trade names, or just variations of their name include: Fisher Investments, LLC.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Amon G. Carter Foundation (AGCF) | 501(c)(3) | Fort Worth, TX | ||
| 2 | Indiana University Health | 501(c)(3) | Indianapolis, IN | ||
| 3 | Anne Ray Charitable Trust (ARCT) | 501(c)(3) | Eden Prairie, MN | ||
| 4 | Penn State Health | 501(c)(3) | Hershey, PA | ||
| 5 | Intermountain Health Care | 501(c)(3) | Salt Lake City, UT | ||
| 6 | Foellinger Foundation | 501(c)(3) | Fort Wayne, IN | ||
| 7 | Marion Goodwill Industries | 501(c)(3) | Marion, OH | ||
| 8 | Easter Foundation | 501(c)(3) | De Pere, WI | ||
| 9 | Peace Officers Research Association of California (PORAC) | 501(c)(5) | Sacramento, CA | ||
| 10 | Carpenters Health and Welfare Trust Fund for Northern California | 501(c)(9) | Oakland, CA | ||
| ... | and 3 more Fisher Investments not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Fisher Investments in the nonprofit sector include JP Morgan Chase Bank N.a., Principal, Commonwealth Financial Network, Alerus Financial, N.a., Lincoln National Life Insurance, Wilmington Trust, Sei, Ubs Financial Services, Inc., Morningstar, and RBC Capital Markets.
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