Newport Group is a firm that provides investment management, administrative support, insurance agent or broker, actuarial services, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in New York, California, and Texas (although they are present in other states as well).
Most Newport Group clients are elementary and secondary schools, hospitals, outpatient health care practitioners and facilities, residential intellectual and developmental disability facilities, services for the elderly and people with disabilities, environment, conservation, and wildlife organizations, and trade associations with revenues ranging from $22 million to $105 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Marin Humane | 501(c)(3) | Novato, CA | ||
| 2 | Methodist Health System | 501(c)(3) | Dallas, TX | ||
| 3 | Greater Atlanta Christian Schools (GAC) | 501(c)(3) | Norcross, GA | ||
| 4 | Lifetime Assistance | 501(c)(3) | Rochester, NY | ||
| 5 | First Book | 501(c)(3) | Washington, DC | ||
| 6 | Prairie Cardiovascular Consultants | 501(c)(3) | Springfield, IL | ||
| 7 | Valley Regional Hospital | 501(c)(3) | Claremont, NH | ||
| 8 | St James Hospital | 501(c)(3) | Hornell, NY | ||
| 9 | CDS Life Transitions | 501(c)(3) | Webster, NY | ||
| 10 | The Santa Fe Opera (SFO) | 501(c)(3) | Santa Fe, NM | ||
| ... | and 14 more Newport Group not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Newport Group in the nonprofit sector include Usi Consulting Group, Pentegra Services Inc., Merrill Lynch Pierce Fenner and Smith, Reliance Trust Company, Towers Watson, Transamerica, Minnesota Life Insurance Company, Cigna Health and Life Insurance, Futureplan By Ascensus, and Blue Cross Blue Shield Of Kansas.
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