Harbor is a firm that provides investment management and insurance to nonprofit clients. They primarily provide their services regionally, with most clients in Pennsylvania (although they are present in other states as well).
Most Harbor clients are hospitals, colleges, universities, and professional schools, outpatient health care practitioners and facilities, residential mental health and substance abuse facilities, assisted living and continuing care retirement communities, and child and youth services with revenues ranging from $18 million to $102 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Children's Home Society of Florida | 501(c)(3) | Orlando, FL | ||
| 2 | Smith Senior Living | 501(c)(3) | Chicago, IL | ||
| 3 | International Association of Plumbing and Mechanical Officials | 501(c)(6) | Ontario, CA | ||
| 4 | Mitchell Hamline School of Law | 501(c)(3) | Saint Paul, MN | ||
| 5 | Ashley Addiction Treatment | 501(c)(3) | Havre De Grace, MD | ||
| 6 | Pittsburgh Zoo and Aquarium | 501(c)(3) | Pittsburgh, PA | ||
| 7 | Montgomery County Emergency Service (MCES) | 501(c)(3) | Norristown, PA | ||
| 8 | Girl Scouts Western Pennsylvania | 501(c)(3) | Pittsburgh, PA | ||
| 9 | McLaren Health Care | 501(c)(3) | Grand Blanc, MI | ||
| 10 | Kansas State University Foundation | 501(c)(3) | Manhattan, KS | ||
| ... | and 11 more Harbor not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Harbor in the nonprofit sector include Cambridge Investment Research, Optumrx, Inc., Mma Securities LLC, Transamerica, Fiduciary Investment Advisors, Caremark, Transamerica Financial Life Ins Company, Ubs Financial Services, Inc., Ameriprise Financial Services, and Blue Cross Blue Shield Of Ma.
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