Putnam Retail Management is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in Florida (although they are present in other states as well).
Most Putnam Retail Management clients are outpatient health care practitioners and facilities and individual and family services with revenues ranging from $13 million to $44 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Common Cause Education Fund | 501(c)(3) | Washington, DC | ||
| 2 | Global Associations of Risk Proffesionals (GARP) | 501(c)(6) | Jersey City, NJ | ||
| 3 | Teach Plus | 501(c)(3) | Boston, MA | ||
| 4 | Creative Health Services (CHS) | 501(c)(3) | Pottstown, PA | ||
| 5 | Early Learning Indiana (ELI) | 501(c)(3) | Indianapolis, IN | ||
| 6 | LeeSar | 501(c)(3) | Fort Myers, FL | ||
| 7 | Tomah Health | 501(c)(3) | Tomah, WI | ||
| 8 | StayWell Health Care | 501(c)(3) | Waterbury, CT | ||
| 9 | DakotAbilities | 501(c)(3) | Sioux Falls, SD | ||
| 10 | Mental Health Association Oklahoma | 501(c)(3) | Tulsa, OK | ||
| ... | and 30 more Putnam Retail Management not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Putnam Retail Management in the nonprofit sector include Ivy Funds, Inc., Fiduciary Investment Advisors, Prime Buchholz and Associates, Neuberger Berman BD LLC, Pioneer Investment Management, Inc, Delaware Vip Trust, Charles Schwab Investment Management Inc., Harbor Funds, Sei, and American Funds Distributors, Inc..
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