Morningstar Investment Management LLC is a firm that provides financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in Florida (although they are present in other states as well).
Most Morningstar Investment Management LLC clients are hospitals, outpatient health care practitioners and facilities, and credit unions with revenues ranging from $43 million to $358 million.
Previous legal names, trade names, or just variations of their name include: Morningstar Investment Management.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Elizabeth Glaser Pediatric Aids Foundation | 501(c)(3) | Washington, DC | ||
| 2 | Institute of Internal Auditors (IIA) | 501(c)(6) | Lake Mary, FL | ||
| 3 | Center for Reproductive Rights (CRR) | 501(c)(3) | New York, NY | ||
| 4 | Oregon Humane Society | 501(c)(3) | Portland, OR | ||
| 5 | Conference of State Bank Supervisors (CSBS) | 501(c)(3) | Washington, DC | ||
| 6 | Lifespace Communities | 501(c)(3) | Dallas, TX | ||
| 7 | Jewish Board of Family and Children's Services | 501(c)(3) | New York, NY | ||
| 8 | Specialty Equipment Market Association and Performance Racing | 501(c)(6) | Diamond Bar, CA | ||
| 9 | Council for Affordable Quality Healthcare (CAQH) | 501(c)(6) | Washington, DC | ||
| 10 | CareOregon | 501(c)(3) | Portland, OR | ||
| ... | and 69 more Morningstar Investment Management LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Morningstar Investment Management LLC in the nonprofit sector include Investment Performance Services, Alliancebernstein L.P., Fidelity, Marquette and Associates, Valic, Silchester International Investors Ltd, Stancorp Financial Group, Massachusetts Mutual Life Ins. Co., Kestra Advisory Services LLC, and John Hancock.
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