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.
| 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 | ||||
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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