Cause IQ vendor profile

MFS Investment Management


MFS Investment Management is a firm that provides investment management and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in California and New York (although they are present in other states as well).

Most MFS Investment Management clients are individual and family services, outpatient health care practitioners and facilities, and residential intellectual and developmental disability facilities with revenues ranging from $14 million to $58 million.

Previous legal names, trade names, or just variations of their name include: MFS.

Primary location:
Boston, MA
Clients in:
MA, MO, BC
Identified clients:
1,072
Avg client size:
$59 mil revenue
Median client size:
$20 mil revenue

MFS Investment Management client list

  Name Type Location
1 The Chicago Community Trust 501(c)(3) Chicago, IL
2 US Committee for Refugees and Immigrants (USCRI) 501(c)(3) Arlington, VA
3 Second Harvest Heartland 501(c)(3) Brooklyn Park, MN
4 Adapt Community Network 501(c)(3) New York, NY
5 New York Road Runners 501(c)(3) New York, NY
6 BronxWorks 501(c)(3) Bronx, NY
7 Wheeler Clinic 501(c)(3) Plainville, CT
8 The Institutes of Applied Human Dynamics (IAHD) 501(c)(3) Tarrytown, NY
9 National Organization for Rare Disorders (NORD) 501(c)(3) Quincy, MA
10 Council of Chief State School Officers 501(c)(3) Washington, DC
... and 1,062 more MFS Investment Management not-for-profit tax-exempt clients identified by Cause IQ

MFS Investment Management competitors

Competitors to MFS Investment Management in the nonprofit sector include Pimco, Advised Assets Group, LLC, Voya Retirement Insurance and Annuity Co., US Bank, JP Morgan Chase, LPL Financial, Adp, The Segal Company, Fidelity Investments Institutional, and Capfinancial Partners, LLC.

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