Metropolitan West is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in New York (although they are present in other states as well).
Most Metropolitan West clients are hospitals, health and welfare funds, and inpatient nursing, hospice, and rehabilitative care facilities with revenues ranging from $32 million to $336 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | American Veterinary Medical Association (AVMA) | 501(c)(6) | Schaumburg, IL | ||
| 2 | Securities Industry and Financial Markets Association (SIFMA) | 501(c)(6) | New York, NY | ||
| 3 | Kansas City Art Institute (KCAI) | 501(c)(3) | Kansas City, MO | ||
| 4 | Jefferson's Ferry | 501(c)(3) | South Setauket, NY | ||
| 5 | Group Health | 501(c)(3) | Minneapolis, MN | ||
| 6 | Hunterdon Healthcare | 501(c)(3) | Flemington, NJ | ||
| 7 | St Joseph's Hospital Yonkers | 501(c)(3) | Yonkers, NY | ||
| 8 | Blythedale Children's Hospital | 501(c)(3) | Valhalla, NY | ||
| 9 | Stoughton Hospital Association | 501(c)(3) | Stoughton, WI | ||
| 10 | National Aquarium | 501(c)(3) | Baltimore, MD | ||
| ... | and 31 more Metropolitan West not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Metropolitan West in the nonprofit sector include Empower Retirement Advisory Service, JP Morgan Chase Bank N.a., Capital Group Retirement Plan Services, Matrix Trust Company, Vanguard Funds, U.s. Bank National Association, Alerus Financial, N.a., Dreyfus, Metlife Life Insurance Company, and Allspring.
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