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, residential intellectual and developmental disability facilities, outpatient health care practitioners and facilities, child and youth services, vocational rehabilitation services, and civic and social organizations with revenues ranging from $10 million to $33 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Chicago Community Trust | 501(c)(3) | Chicago, IL | ||
| 2 | BronxWorks | 501(c)(3) | Bronx, NY | ||
| 3 | American Society of Radiologic Technologists (ASRT) | 501(c)(6) | Albuquerque, NM | ||
| 4 | Federation of Multicultural Programs | 501(c)(3) | Brooklyn, NY | ||
| 5 | Heartland Alliance for Human Needs and Rights | 501(c)(3) | Chicago, IL | ||
| 6 | Kansas City Art Institute (KCAI) | 501(c)(3) | Kansas City, MO | ||
| 7 | Peconic Landing | 501(c)(3) | Greenport, NY | ||
| 8 | Aspire of Illinois | 501(c)(3) | Hillside, IL | ||
| 9 | Greater Twin Cities United Way | 501(c)(3) | Minneapolis, MN | ||
| 10 | Teri | 501(c)(3) | Oceanside, CA | ||
| ... | and 69 more Invesco Oppenheimer not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Invesco Oppenheimer in the nonprofit sector include Kestra Advisory Services LLC, Aetna Life Insurance Co., Medical Mutual Of Ohio, Vision Service Plan, The Union Labor Life Insurance Company, Stancorp Financial Group, Columbia, The Vanguard Group, Fidelity Management and Research Company, and Capital Research and Management.
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