Cause IQ vendor profile

National Investment Services


National Investment Services is a firm that provides investment management, financial advisor, fiduciary trustee, and commercial bank 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 $20 million to $170 million.

Primary location:
Milwaukee, WI
Clients in:
IL, WI
Identified clients:
40
Avg client size:
$69 mil revenue
Median client size:
$41 mil revenue

National Investment Services client list

 NameTypeLocation
1Service Employees International Union - Licensed Ushers & Ticket Takers 176 (SEIU)501(c)(5)Washington, DC
2Pipe Fitters Welfare Fund Local 597501(c)(9)Chicago, IL
3Teamsters Local 727 Health and Welfare Fund501(c)(9)Park Ridge, IL
4Chicago Painters and Decorators Welfare Fund501(c)(9)Darien, IL
5Sheet Metal Workers Local 73 Welfare Fund501(c)(9)Hillside, IL
6BAC Administrative District Council 1 of Illinois501(c)(9)Elmhurst, IL
7Chicago Area Ib of T Health and Welfare Trust Fund501(c)(9)Downers Grove, IL
8Operating Engineers Health and Welfare Fund501(c)(9)Pasadena, CA
9Southern California Pipe Trades Health and Welfare Fund501(c)(9)Los Angeles, CA
10Operating Engineers Vacation-Holiday Savings Trust501(c)(9)Pasadena, CA
...and 30 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 Fiduciary Investment Advisors, State Street Global Advisors, Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., Capital Research and Management Company, RBC Capital Markets, Sei, Capfinancial Partners, LLC, Ubs, and Raymond James and Associates.

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