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 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 $20 million to $914 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Mayo Clinic | 501(c)(3) | Rochester, MN | ||
| 2 | Duke University | 501(c)(3) | Durham, NC | ||
| 3 | The Nemours Foundation | 501(c)(3) | Jacksonville, FL | ||
| 4 | Howard University | 501(c)(3) | Washington, DC | ||
| 5 | Hawken School | 501(c)(3) | Gates Mills, OH | ||
| 6 | Samaritan Healthcare and Hospice | 501(c)(3) | Mount Laurel, NJ | ||
| 7 | Emerson College | 501(c)(3) | Boston, MA | ||
| 8 | Step Up on Second Street | 501(c)(3) | Santa Monica, CA | ||
| 9 | Coram Deo Academy (CDA) | 501(c)(3) | Lewisville, TX | ||
| 10 | The Lambs Farm | 501(c)(3) | Libertyville, IL | ||
| ... | and 82 more Valic not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Valic in the nonprofit sector include Morgan Stanley Smith Barney, Oppenheimer, Morgan Stanley, Lincoln National Corporation, Metlife Insurance Company, Prudential Insurance Company, Charles Schwab and Co., Inc., Prudential, Aetna Inc, and Healthcare Community Securities Cor.
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