Morningstar Investment Management L is a firm that provides financial advisor and insurance agent or broker 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 Morningstar Investment Management L clients are outpatient health care practitioners and facilities, hospitals, individual and family services, and credit unions with revenues ranging from $39 million to $330 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | United States Fund for Unicef | 501(c)(3) | New York, NY | ||
| 2 | International Baccalaureate Organization | 501(c)(3) | Washington, DC | ||
| 3 | National Retail Federation (NRF) | 501(c)(6) | Washington, DC | ||
| 4 | The Institute of Internal Auditors (IIA) | 501(c)(6) | Lake Mary, FL | ||
| 5 | Amnesty International of the USA | 501(c)(3) | New York, NY | ||
| 6 | Center for Reproductive Rights (CRR) | 501(c)(3) | New York, NY | ||
| 7 | American Academy of Orthopaedic Surgeons (AAOS) | 501(c)(3) | Rosemont, IL | ||
| 8 | Independent Community Bankers of America (ICBA) | 501(c)(6) | Sauk Centre, MN | ||
| 9 | Easter Seals Blake Foundation | 501(c)(3) | Tucson, AZ | ||
| 10 | Oregon Humane | 501(c)(3) | Portland, OR | ||
| ... | and 172 more Morningstar Investment Management L not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Morningstar Investment Management L in the nonprofit sector include Healthcare Community Securities Cor, Segal Consulting, Cambridge Investment Research Inc, Captrust, Cambridge Investment Research, Morningstar, Advised Assets Group, LLC, Proaccount, CBIZ Retirement Plan Services, and Segal Company.
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