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 $45 million to $2.4 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 | Greater Tacoma Community Foundation (GTCF) | 501(c)(3) | Tacoma, WA | ||
| 10 | Stanford Health Care | 501(c)(3) | Stanford, CA | ||
| ... | and 37 more Mercer Investments not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Mercer Investments in the nonprofit sector include Reliance Trust Company, Usi Consulting Group, Mercer, Marsh and Mclennan Agency, Minnesota Life Insurance Company, Capfinancial Partners, LLC, CBIZ Financial Solutions Inc, Willis Towers Watson, Gallagher Benefit Services, and Massachusetts Mutual Life Ins. Co..
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