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.
Name | Type | Location | |||
---|---|---|---|---|---|
1 | Service Employees International Union - Licensed Ushers & Ticket Takers 176 (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 | BAC Administrative District Council 1 of Illinois | 501(c)(9) | Elmhurst, IL | ||
7 | Chicago Area Ib of T Health and Welfare Trust Fund | 501(c)(9) | Downers Grove, IL | ||
8 | Operating Engineers Health and Welfare Fund | 501(c)(9) | Pasadena, CA | ||
9 | Southern California Pipe Trades Health and Welfare Fund | 501(c)(9) | Los Angeles, CA | ||
10 | Operating Engineers Vacation-Holiday Savings Trust | 501(c)(9) | Pasadena, CA | ||
... | and 30 more National Investment Services not-for-profit tax-exempt clients identified by Cause IQ |
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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