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 (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 $53 million to $2.0 billion.
Previous legal names, trade names, or just variations of their name include: Mercer Investments LLC.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Foundation for the Carolinas | 501(c)(3) | Charlotte, NC | ||
| 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 30 more Mercer Investments not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Mercer Investments in the nonprofit sector include Massachusetts Mutual Life Ins. Co., CMFG Life Insurance Company, Minnesota Life Insurance Company, Capfinancial Partners, LLC, Towers Watson Delaware Inc, Usi Consulting Group, Mercer, CBIZ Financial Solutions Inc, Willis Towers Watson, and Segal Company.
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