Investment Performance Services is a firm that provides financial advisor, consulting services, investment management, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Pennsylvania, California, New Jersey, and New York (although they are present in other states as well).
Most Investment Performance Services clients are health and welfare funds with revenues ranging from $12 million to $141 million.
Previous legal names, trade names, or just variations of their name include: Investment Performance Services LLC; and Investment Performance Services, LL.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | International Association of Fire Fighters (IAFF) | 501(c)(5) | Washington, DC | ||
| 2 | Operating Engineers Local No 825 Welfare Fund | 501(c)(9) | Springfield, NJ | ||
| 3 | Electrical Welfare Trust Fund | 501(c)(9) | Lanham, MD | ||
| 4 | Operating Engineers Welfare Fund of Eastern Pa & Delaware Local 542 | 501(c)(9) | Fort Washington, PA | ||
| 5 | United Food and Commercial Workers Union Local 1262 Employers Welfare Fund | 501(c)(9) | Clifton, NJ | ||
| 6 | Central States Joint Board Health and Welfare | 501(c)(9) | Hillside, IL | ||
| 7 | Sheet Metal Workers Health Fund of Local Union No 19 | 501(c)(9) | Philadelphia, PA | ||
| 8 | Teamsters Local 830 Welfare Fund | 501(c)(9) | Philadelphia, PA | ||
| 9 | Laborer's District Council Building and Construction Industry H&W Fund | 501(c)(9) | Philadelphia, PA | ||
| 10 | Local 945 IB of T Welfare Fund | 501(c)(9) | Wayne, NJ | ||
| ... | and 40 more Investment Performance Services not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Investment Performance Services in the nonprofit sector include CBIZ Retirement Plan Services, Towers Watson, Raymond James Financial Services, Minnesota Life Insurance Company, Morningstar, Ameriprise Financial Services, Ubs Financial Services, Inc., Cambridge Investment Research Inc, NFP Retirement Inc., and Capfinancial Partners, LLC.
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