Mercer Investments is a firm that provides financial advisor, consulting services, investment management, insurance, and actuarial services to nonprofit clients. They primarily provide their services regionally, with most clients in Virginia and California (although they are present in other states as well).
Most Mercer Investments clients are hospitals, grantmaking foundations, and outpatient health care practitioners and facilities with revenues ranging from $38 million to $2.0 billion.
Previous legal names, trade names, or just variations of their name include: Mercer Investments LLC.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | American Speech-Language-Hearing Association (ASHA) | 501(c)(6) | Rockville, MD | ||
| 2 | The Pittsburgh Foundation | 501(c)(3) | Pittsburgh, PA | ||
| 3 | Noblereach Foundation | 501(c)(3) | Mclean, VA | ||
| 4 | Barrow Neurological Foundation | 501(c)(3) | Phoenix, AZ | ||
| 5 | March of Dimes | 501(c)(3) | Arlington, VA | ||
| 6 | National Trust for Historic Preservation | 501(c)(3) | Washington, DC | ||
| 7 | National Council of Teachers of Mathematics (NCTM) | 501(c)(3) | Reston, VA | ||
| 8 | California Institute of Technology | 501(c)(3) | Pasadena, CA | ||
| 9 | Dallas Theological Seminary (DTS) | 501(c)(3) | Dallas, TX | ||
| 10 | Stanford Health Care | 501(c)(3) | Stanford, CA | ||
| ... | and 34 more Mercer Investments not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Mercer Investments in the nonprofit sector include Marsh and Mclennan Agency, Reliance Trust Company, Mercer, Merrill Lynch Pierce Fenner and Smith, Usi Consulting Group, CBIZ Benefits and Insurance Services, Massachusetts Mutual Life Ins. Co., CMFG Life Insurance Company, Usi Advisors Inc, and Minnesota Life Insurance Company.
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.