Segal Marco Advisors is a firm that provides financial advisor, consulting services, fiduciary trustee, investment management, and actuarial services to nonprofit clients. They primarily provide their services regionally, with most clients in New York and Illinois (although they are present in other states as well).
Most Segal Marco Advisors clients are health and welfare funds and labor unions with revenues ranging from $13 million to $173 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Hockey League | 501(c)(6) | New York, NY | ||
| 2 | Community Foundation of Northwest Indiana (CFNI) | 501(c)(3) | Munster, IN | ||
| 3 | Wyncote Foundation | 501(c)(3) | Philadelphia, PA | ||
| 4 | John W. Anderson Foundation | 501(c)(3) | Valparaiso, IN | ||
| 5 | Tiger Foundation | 501(c)(3) | New York, NY | ||
| 6 | Steamfitters' Industry Trust Fund | 501(c)(5) | Long Island City, NY | ||
| 7 | Steamfitters Industry Fund Office | 501(c)(5) | Long Island City, NY | ||
| 8 | International Foundation of Employee Benefit Plans | 501(c)(3) | Brookfield, WI | ||
| 9 | Tallahassee Memorial HealthCare (TMH) | 501(c)(3) | Tallahassee, FL | ||
| 10 | International Brotherhood of Electrical Workers | 501(c)(5) | Washington, DC | ||
| ... | and 106 more Segal Marco Advisors not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Segal Marco Advisors in the nonprofit sector include Matrix Trust Company, Minnesota Life Insurance Company, Transamerica Retirement Solutions, Capfinancial Partners, LLC, The Segal Company, JP Morgan Chase, Ascensus, Newport Group, Inc., Sei Investments, and Bank Of New York Mellon.
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