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 $34 million to $2.2 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 | Barrow Neurological Foundation | 501(c)(3) | Phoenix, AZ | ||
| 3 | Noblereach Foundation | 501(c)(3) | Mclean, VA | ||
| 4 | National Trust for Historic Preservation | 501(c)(3) | Washington, DC | ||
| 5 | March of Dimes | 501(c)(3) | Arlington, VA | ||
| 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 | Stanford Health Care | 501(c)(3) | Stanford, CA | ||
| 10 | Allina Health | 501(c)(3) | Minneapolis, MN | ||
| ... | and 33 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, Usi Consulting Group, Reliance Trust Company, Mercer, CBIZ Financial Solutions Inc, Willis Towers Watson, Gallagher Benefit Services, Minnesota Life Insurance Company, Capfinancial Partners, LLC, and Massachusetts Mutual Life Ins. Co..
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