Cause IQ vendor profile

Mercer Investments


Mercer Investments is a firm that provides consulting services, financial advisor, investment management, insurance, and actuarial services to nonprofit clients. They primarily provide their services regionally, with most clients in Ohio and Virginia (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 $39 million to $2.0 billion.

Previous legal names, trade names, or just variations of their name include: Mercer Investments LLC.

Primary location:
Chicago, IL
Clients in:
MA, IL
Identified clients:
44
Avg client size:
$642 mil revenue
Median client size:
$83 mil revenue

Mercer Investments client list

  Name Type Location
1 The Pittsburgh Foundation 501(c)(3) Pittsburgh, PA
2 Noblereach Foundation 501(c)(3) Mclean, VA
3 Barrow Neurological Foundation 501(c)(3) Phoenix, AZ
4 March of Dimes 501(c)(3) Arlington, VA
5 National Trust for Historic Preservation 501(c)(3) Washington, DC
6 National Council of Teachers of Mathematics (NCTM) 501(c)(3) Reston, VA
7 California Institute of Technology 501(c)(3) Pasadena, CA
8 Dallas Theological Seminary (DTS) 501(c)(3) Dallas, TX
9 Allina Health 501(c)(3) Minneapolis, MN
10 Northwestern Memorial HealthCare (NMHC) 501(c)(3) Chicago, IL
... and 34 more Mercer Investments not-for-profit tax-exempt clients identified by Cause IQ

Mercer Investments competitors

Competitors to Mercer Investments in the nonprofit sector include Minnesota Life Insurance Company, Capfinancial Partners, LLC, Massachusetts Mutual Life Ins. Co., CMFG Life Insurance Company, Usi Consulting Group, Mercer, Merrill Lynch Pierce Fenner and Smith, CBIZ Financial Solutions Inc, Willis Towers Watson, and Segal Company.

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