Cause IQ vendor profile

Income Research and Management


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

Most Income Research and Management clients are health and welfare funds and hospitals with revenues ranging from $27 million to $620 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
All locations:
MA
Identified clients:
38
Avg client size:
$547 mil revenue
Median client size:
$120 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
3Children's Aid501(c)(3)New York, NY
4Girl Scouts of the United States of America (GSUSA)501(c)(3)New York, NY
5Heritage Valley Sewickley Heritage Valley Beaver and Heritage Valley Kennedy501(c)(3)Sewickley, PA
6The Cullen Foundation501(c)(3)Houston, TX
7Exeter Hospital501(c)(3)Exeter, NH
8MaineHealth (MMC)501(c)(3)Portland, ME
9Dartmouth-Hitchcock (D-H)501(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 Benefit Plans Admin Services, Inc., Fiduciary Investment Advisors, Capfinancial Partners, LLC, Newport Trust Company, Sei Investments, Vanguard Group, Inc., Bank Of New York Mellon, M&T Bank, Global Retirement Partners LLC, and Kestra Advisory Services LLC.

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