Cause IQ vendor profile

National Investment Services


National Investment Services is a firm that provides investment management, financial advisor, commercial bank, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in Illinois, Michigan, and Missouri (although they are present in other states as well).

Most National Investment Services clients are health and welfare funds with revenues ranging from $24 million to $198 million.

Primary location:
Milwaukee, WI
Clients in:
IL, WI
Identified clients:
41
Avg client size:
$71 mil revenue
Median client size:
$44 mil revenue

National Investment Services client list

  Name Type Location
1 Service Employees International Union (SEIU) 501(c)(5) Washington, DC
2 Pipe Fitters Welfare Fund Local 597 501(c)(9) Chicago, IL
3 Teamsters Local 727 Health and Welfare Fund 501(c)(9) Park Ridge, IL
4 Chicago Painters and Decorators Welfare Fund 501(c)(9) Darien, IL
5 Sheet Metal Workers Local 73 Welfare Fund 501(c)(9) Hillside, IL
6 Smart Local 265 Welfare Fund 501(c)(9) Downers Grove, IL
7 Neca IBEW 176 Health and Welfare Fund 501(c)(9) Joliet, IL
8 Chicago Area Ib of T Health and Welfare Trust Fund 501(c)(9) Downers Grove, IL
9 BAC Administrative District Council 1 of Illinois 501(c)(9) Elmhurst, IL
10 Operating Engineers Health and Welfare Fund 501(c)(9) Pasadena, CA
... and 31 more National Investment Services not-for-profit tax-exempt clients identified by Cause IQ

National Investment Services competitors

Competitors to National Investment Services in the nonprofit sector include Fidelity, Matrix Trust Company, Kestra Advisory Services LLC, Raymond James and Associates, Principal, Alerus Financial, N.a., JP Morgan Chase Bank N.a., Wilmington Trust, Capital Research and Management Company, and Cambridge Investment Research Inc.

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