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, inpatient nursing, hospice, and rehabilitative care facilities, colleges, universities, and professional schools, and assisted living and continuing care retirement communities with revenues ranging from $31 million to $178 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Securities Industry and Financial Markets Association (SIFMA) | 501(c)(6) | New York, NY | ||
| 2 | American Veterinary Medical Association (AVMA) | 501(c)(6) | Schaumburg, IL | ||
| 3 | Kansas City Art Institute (KCAI) | 501(c)(3) | Kansas City, MO | ||
| 4 | Dunwoody Village | 501(c)(3) | Newtown Square, PA | ||
| 5 | Jefferson's Ferry | 501(c)(3) | South Setauket, NY | ||
| 6 | Hunterdon Healthcare | 501(c)(3) | Flemington, NJ | ||
| 7 | St Joseph's Hospital Yonkers | 501(c)(3) | Yonkers, NY | ||
| 8 | DePauw University | 501(c)(3) | Greencastle, IN | ||
| 9 | Blythedale Children's Hospital | 501(c)(3) | Valhalla, NY | ||
| 10 | Oak Crest Village | 501(c)(3) | Parkville, MD | ||
| ... | and 33 more Metropolitan West not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Metropolitan West in the nonprofit sector include Cambridge Investment Research, Morningstar, Ivy Funds, Inc., NFP Retirement Inc., Charles Schwab Investment Management Inc., Optumrx, Inc., Mma Securities LLC, CBIZ Retirement Plan Services, Fiduciary Investment Advisors, and Towers Watson.
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