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, and New Jersey (although they are present in other states as well).
Most Investment Performance Services clients are health and welfare funds with revenues ranging from $14 million to $161 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 | Northeast Carpenters Health Fund | 501(c)(9) | Edison, NJ | ||
| 3 | General Employees Trust Fund | 501(c)(9) | Brisbane, CA | ||
| 4 | Operating Engineers Local No 825 Welfare Fund | 501(c)(9) | Springfield, NJ | ||
| 5 | Electrical Welfare Trust Fund | 501(c)(9) | Lanham, MD | ||
| 6 | Board of Trustees Carpenters' Health and Welfare Fund of Philadelphia and Vicinity | 501(c)(9) | Philadelphia, PA | ||
| 7 | Operating Engineers Welfare Fund of Eastern Pa & Delaware Local 542 | 501(c)(9) | Fort Washington, PA | ||
| 8 | United Food and Commercial Workers Union Local 1262 Employers Welfare Fund | 501(c)(9) | Clifton, NJ | ||
| 9 | Central States Joint Board Health and Welfare Trust Fund | 501(c)(9) | Hillside, IL | ||
| 10 | Sheet Metal Workers Health Fund of Local Union No 19 | 501(c)(9) | Philadelphia, PA | ||
| ... | 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 Goldman Sachs and Company, Metlife Securities Inc, MML Insurance Agency LLC, Ubs Financial Services Inc, Dimensional Fund Advisors, RBC Wealth Management, Ascensus, Manning and Napier, Sei Investments, and Sageview Advisory Group, LLC.
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