Cause IQ vendor profile

Mercer Investment Consulting


Mercer Investment Consulting is a firm that provides financial advisor, investment management, consulting services, and actuarial services to nonprofit clients. They primarily provide their services regionally, with most clients in Florida, Georgia, Illinois, Minnesota, New Jersey, New Mexico, and New York (although they are present in other states as well).

Most Mercer Investment Consulting clients are health and welfare funds, hospitals, cemeteries, funeral homes, and death care services, and grantmaking foundations with revenues ranging from $13 million to $1.0 billion.

Primary location:
Dallas, TX
Clients in:
MA, MO, IL, TX
Identified clients:
8
Avg client size:
$662 mil revenue
Median client size:
$66 mil revenue

Mercer Investment Consulting client list

  Name Type Location
1 The McKnight Foundation 501(c)(3) Minneapolis, MN
2 Watson-Brown Foundation 501(c)(3) Thomson, GA
3 Presbyterian Healthcare Services 501(c)(3) Albuquerque, NM
4 Children's Health Foundation 501(c)(3) Norfolk, VA
5 Flight Attendant Medical Research Institute (FAMRI) 501(c)(3) Coral Gables, FL
6 Perpetual Care Trust Fund Greenwood Cemetery As Trustee 501(c)(13) Brooklyn, NY
7 RR R Donnelley and Sons Company Post-Retirement Medical Benefit Trust #22-0584 9 501(c)(9) Warrenville, IL
8 Fund for New Jersey 501(c)(3) Princeton, NJ

Mercer Investment Consulting competitors

Competitors to Mercer Investment Consulting in the nonprofit sector include Towers Watson, CBIZ Retirement Plan Services, Minnesota Life Insurance Company, Conduent HR Consulting, LLC, Segal Marco Advisors, CBIZ Financial Solutions Inc, Colonial Consulting, Pentegra Services Inc., Definiti, LLC, and Marquette and Associates.

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