Cause IQ vendor profile

Income Research and Management


Income Research and Management is a firm that provides investment management, financial advisor, commercial bank, fiduciary trustee, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in New York, California, Massachusetts, and Ohio (although they are present in other states as well).

Most Income Research and Management clients are health and welfare funds, hospitals, and grantmaking foundations with revenues ranging from $30 million to $643 million.

Previous legal names, trade names, or just variations of their name include: Income Research Management; and Income and Research Management.

Primary location:
Boston, MA
Clients in:
MA
Identified clients:
38
Avg client size:
$545 mil revenue
Median client size:
$125 mil revenue

Income Research and Management client list

 NameTypeLocation
1Institute of Electrical and Electronics Engineers (IEEE)501(c)(3)Piscataway, NJ
2Museum of Modern Art501(c)(3)New York, NY
3Girl Scouts of the United States of America (GSUSA)501(c)(3)New York, NY
4Sandler Foundation501(c)(3)San Francisco, CA
5Heritage Valley Sewickley Heritage Valley Beaver and Heritage Valley Kennedy501(c)(3)Sewickley, PA
6Exeter Health Resources501(c)(3)Charlestown, MA
7The Cullen Foundation501(c)(3)Houston, TX
8MaineHealth501(c)(3)Portland, ME
9Mary Hitchcock Memorial Hospital501(c)(3)Lebanon, NH
10Norton Healthcare501(c)(3)Louisville, KY
...and 28 more Income Research and Management not-for-profit tax-exempt clients identified by Cause IQ

Income Research and Management competitors

Competitors to Income Research and Management in the nonprofit sector include Fiduciary Investment Advisors, Benefit Plans Admin Services, Inc., Capfinancial Partners, LLC, Cambridge Investment Research Inc, Newport Trust Company, Sei Investments, Vanguard Group, Inc., M&T Bank, Bank Of New York Mellon, and State Street Bank and Trust.

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