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, and elementary and secondary schools with revenues ranging from $21 million to $417 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Mayo Clinic | 501(c)(3) | Rochester, MN | ||
| 2 | The Nemours Foundation | 501(c)(3) | Jacksonville, FL | ||
| 3 | Hawken School | 501(c)(3) | Gates Mills, OH | ||
| 4 | Samaritan Healthcare and Hospice | 501(c)(3) | Mount Laurel, NJ | ||
| 5 | Emerson College | 501(c)(3) | Boston, MA | ||
| 6 | Step Up on Second Street | 501(c)(3) | Santa Monica, 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 77 more Valic not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Valic in the nonprofit sector include Healthcare Community Securities Cor, Ubs Financial Services, Inc., The Segal Company, Minnesota Life Insurance Company, Transamerica Retirement Solutions, Capfinancial Partners, LLC, Voya Retirement Insurance and Annuity Co., JP Morgan Chase, Cetera Advisor Networks, LLC, and Valic Retirement Services Company.
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