Cause IQ vendor profile

Income Research and Management


Income Research and Management is a firm that provides investment management, financial advisor, fiduciary trustee, commercial bank, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in New York, California, and Illinois (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 $31 million to $1.6 billion.

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

Primary location:
Boston, MA
Clients in:
MA
Identified clients:
39
Avg client size:
$718 mil revenue
Median client size:
$130 mil revenue

Income Research and Management client list

  Name Type Location
1 Institute of Electrical and Electronics Engineers (IEEE) 501(c)(3) Piscataway, NJ
2 Nyu Langone Hospitals 501(c)(3) New York, NY
3 Girl Scouts of the United States of America (GSUSA) 501(c)(3) New York, NY
4 University of Pennsylvania (Penn) 501(c)(3) Philadelphia, PA
5 Loyola University Chicago (LUC) 501(c)(3) Chicago, IL
6 Sandler Foundation 501(c)(3) San Francisco, CA
7 Exeter Hospital 501(c)(3) Charlestown, MA
8 The Cullen Foundation 501(c)(3) Houston, TX
9 MaineHealth 501(c)(3) Portland, ME
10 Highland Hospital 501(c)(3) Rochester, NY
... and 29 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, Minnesota Life Insurance Company, Cambridge Investment Research Inc, Healthcare Community Securities Cor, Capfinancial Partners, LLC, Fiduciary Investment Advisors, LLC, State Street Bank and Trust, State Street Bank and Trust Company, Kestra Advisory Services LLC, and Principal.

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