Mercer Investments is a firm that provides financial advisor, consulting services, investment management, insurance, and actuarial services to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
Most Mercer Investments clients are hospitals, outpatient health care practitioners and facilities, health and welfare funds, colleges, universities, and professional schools, professional associations, and grantmaking foundations with revenues ranging from $20 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 | 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 | National Council of Teachers of Mathematics (NCTM) | 501(c)(3) | Reston, VA | ||
| 6 | California Institute of Technology (Caltech) | 501(c)(3) | Pasadena, CA | ||
| 7 | Manhattanville University | 501(c)(3) | Purchase, NY | ||
| 8 | Dallas Theological Seminary (DTS) | 501(c)(3) | Dallas, TX | ||
| 9 | Greater Tacoma Community Foundation (GTCF) | 501(c)(3) | Tacoma, WA | ||
| 10 | Metta Fund | 501(c)(3) | San Francisco, CA | ||
| ... | and 41 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, Merrill Lynch Pierce Fenner and Smith, Mercer, Reliance Trust Company, Usi Advisors Inc, Ascensus, Massachusetts Mutual Life Ins. Co., Marquette and Associates, and CMFG Life Insurance Company.
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