Putnam Investments is a firm that provides investment management, outsourced management, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Michigan, New York, Ohio, and Oklahoma (although they are present in other states as well).
Most Putnam Investments clients are health and welfare funds, hospitals, outpatient health care practitioners and facilities, and professional associations with revenues ranging from $16 million to $165 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Battelle Memorial Institute | 501(c)(3) | Columbus, OH | ||
| 2 | United Way of New York City | 501(c)(3) | New York, NY | ||
| 3 | Thorek Memorial Hospital | 501(c)(3) | Chicago, IL | ||
| 4 | Northeastern Vermont Regional Hospital (NVRH) | 501(c)(3) | St Johnsbury, VT | ||
| 5 | Four County Mental Health Center | 501(c)(3) | Independence, KS | ||
| 6 | The Providence Center | 501(c)(3) | Providence, RI | ||
| 7 | Florida Association of Court Clerks | 501(c)(6) | Tallahassee, FL | ||
| 8 | Parkside Psychiatric Hospital and Clinic | 501(c)(3) | Tulsa, OK | ||
| 9 | Scioto Paint Valley Mental Health Center (SPVMHC) | 501(c)(3) | Chillicothe, OH | ||
| 10 | Delaware Electric Cooperative | 501(c)(12) | Greenwood, DE | ||
| ... | and 5 more Putnam Investments not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Putnam Investments in the nonprofit sector include Manning and Napier, Aon Hewitt, Goldman Sachs and Company, RBC Wealth Management, Sei Investments, Income Research and Management, Towers Watson, Ubs Financial Services, Inc., American Realty Advisors, and Cambridge Associates.
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