Invesco Oppenheimer is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in California (although they are present in other states as well).
Most Invesco Oppenheimer clients are individual and family services and residential intellectual and developmental disability facilities with revenues ranging from $10 million to $34 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Chicago Community Trust | 501(c)(3) | Chicago, IL | ||
| 2 | BronxWorks | 501(c)(3) | Bronx, NY | ||
| 3 | Radiological Society of North America (RSNA) | 501(c)(3) | Oak Brook, IL | ||
| 4 | American Society of Radiologic Technologists (ASRT) | 501(c)(6) | Albuquerque, NM | ||
| 5 | Federation of Multicultural Programs | 501(c)(3) | Brooklyn, NY | ||
| 6 | Heartland Alliance for Human Needs and Rights | 501(c)(3) | Chicago, IL | ||
| 7 | Kansas City Art Institute (KCAI) | 501(c)(3) | Kansas City, MO | ||
| 8 | Peconic Landing | 501(c)(3) | Greenport, NY | ||
| 9 | Aspire of Illinois | 501(c)(3) | Hillside, IL | ||
| 10 | Greater Twin Cities United Way | 501(c)(3) | Minneapolis, MN | ||
| ... | and 70 more Invesco Oppenheimer not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Invesco Oppenheimer in the nonprofit sector include Merrill Lynch Pierce Fenner and Smith, Fidelity Management and Research Comp, Calvert Investment Management, Inc., T. Rowe Price Associates, Inc., Adp Broker-Dealer, Neuberger Berman, United Healthcare, Marsh and Mclennan Agency, Kestra Investment Services LLC, and Usi Consulting Group.
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