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 $28 million to $194 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 | Boilermakers National Funds | 501(c)(9) | Kansas City, MO | ||
| 10 | BAC Administrative District Council 1 of Illinois | 501(c)(9) | Elmhurst, IL | ||
| ... | and 34 more National Investment Services not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to National Investment Services in the nonprofit sector include Massachusetts Mutual Life Insurance Co., RBC Wealth Management, Sei Investments, Principal Financial Group, Charles Schwab Bank, Raymond James and Associates, Inc., M&T Bank, Bank Of New York Mellon, Goldman Sachs and Company, and Morgan Stanley Smith Barney LLC.
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