Segal Rogerscasey is a firm that provides financial advisor, fiduciary trustee, consulting services, investment management, and actuarial services to nonprofit clients. They primarily provide their services regionally, with most clients in Rhode Island, Connecticut, District of Columbia, Hawaii, New York, Pennsylvania, and West Virginia (although they are present in other states as well).
Most Segal Rogerscasey clients are health and welfare funds, legal services, grantmaking foundations, and trade associations with revenues ranging from $2.7 million to $60 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Wyncote Foundation | 501(c)(3) | Philadelphia, PA |
| 2 | American Bakers Association (ABA) | 501(c)(6) | Washington, DC |
| 3 | Board Of Trustees Drywall Tapers | 501(c)(9) | Long Island City, NY |
| 4 | International Union of Operating Engineers Local 57 | 501(c)(9) | Johnston, RI |
| 5 | 4th District IBEW Health Fund | 501(c)(9) | Ona, WV |
| 6 | Painting Industry of Hawaii Reserve Benefit Trust Fund | 501(c)(9) | Honolulu, HI |
| 7 | Rhode Island Laborers Legal | 501(c)(9) | Cranston, RI |
| 8 | Connecticut Carpenters Health Fund | 501(c)(9) | Hamden, CT |
Competitors to Segal Rogerscasey in the nonprofit sector include Sei Investments, Minnesota Life Insurance Company, Segal Marco Advisors, Usi Consulting Group, Comerica Bank, John Hancock, Cigna Health and Life Insurance, TIAA, Newport Group, Inc., and Bank Of New York Mellon.
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