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, Maryland, 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 $10 million to $196 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 | National Automatic Sprinkler Industry Welfare Fund | 501(c)(9) | Landover, MD | ||
| 2 | General Employees Trust Fund | 501(c)(9) | Brisbane, CA | ||
| 3 | Operating Engineers Local No 825 Welfare Fund | 501(c)(9) | Springfield, NJ | ||
| 4 | Electrical Welfare Trust Fund | 501(c)(9) | Lanham, MD | ||
| 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 Trust Fund | 501(c)(9) | Hillside, IL | ||
| 7 | Sheet Metal Workers Health Fund of Local Union No 19 | 501(c)(9) | Philadelphia, PA | ||
| 8 | Local 945 IB of T Welfare Fund | 501(c)(9) | Wayne, NJ | ||
| 9 | Teamsters Local 830 Welfare Fund | 501(c)(9) | Philadelphia, PA | ||
| 10 | Laborer's District Council Building and Construction Industry H&W Fund | 501(c)(9) | Philadelphia, PA | ||
| ... | and 51 more Investment Performance Services not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Investment Performance Services in the nonprofit sector include The Angell Pension Group, Inc., Definiti, LLC, Cetera Advisor Networks, LLC, Stifel Nicolaus, Merrill Lynch Pierce Fenner and Smith, Reliance Trust Company, Cpi Qualified Plan Consultants, Caron and Bletzer, PLLC, Marsh and Mclennan Agency, and Usi Consulting Group.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.