Valic is a firm that provides investment management, administrative support, financial advisor, insurance, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in Florida, California, and Georgia (although they are present in other states as well).
Most Valic clients are hospitals, colleges, universities, and professional schools, outpatient health care practitioners and facilities, elementary and secondary schools, and inpatient nursing, hospice, and rehabilitative care facilities with revenues ranging from $18 million to $437 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Johns Hopkins University (JHU) | 501(c)(3) | Baltimore, MD | ||
| 2 | The Nemours Foundation | 501(c)(3) | Jacksonville, FL | ||
| 3 | Morehouse College | 501(c)(3) | Atlanta, GA | ||
| 4 | Hawken School | 501(c)(3) | Gates Mills, OH | ||
| 5 | Samaritan Healthcare and Hospice | 501(c)(3) | Mount Laurel, NJ | ||
| 6 | University of San Francisco (USF) | 501(c)(3) | San Francisco, CA | ||
| 7 | Coram Deo Academy (CDA) | 501(c)(3) | Lewisville, TX | ||
| 8 | The Lambs Farm | 501(c)(3) | Libertyville, IL | ||
| 9 | John Muir Health | 501(c)(3) | Walnut Creek, CA | ||
| 10 | Hospital for Special Surgery (HSS) | 501(c)(3) | New York, NY | ||
| ... | and 88 more Valic not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Valic in the nonprofit sector include Ubs Financial Services, Inc., The Segal Company, Capfinancial Partners, LLC, JP Morgan Chase, Voya Retirement Insurance and Annuity Co., Massachusetts Mutual Life Ins Company, Cetera Advisor Networks, LLC, Nationwide Life Insurance Company, Great-West Life and Annuity Insurance Co., and Nationwide.
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