Valic is a firm that provides investment management, administrative support, financial advisor, insurance, and commercial bank to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
Most Valic clients are colleges, universities, and professional schools, outpatient health care practitioners and facilities, hospitals, and residential intellectual and developmental disability facilities with revenues ranging from $18 million to $433 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Nemours Foundation | 501(c)(3) | Jacksonville, FL | ||
| 2 | Howard University | 501(c)(3) | Washington, DC | ||
| 3 | Hawken School | 501(c)(3) | Gates Mills, OH | ||
| 4 | Samaritan Healthcare and Hospice | 501(c)(3) | Marlton, NJ | ||
| 5 | Second Harvest of Silicon Valley | 501(c)(3) | San Jose, CA | ||
| 6 | University of San Francisco (USF) | 501(c)(3) | San Francisco, CA | ||
| 7 | Randolph Macon Academy (RMA) | 501(c)(3) | Front Royal, VA | ||
| 8 | University of Miami (UM) | 501(c)(3) | Coral Gables, FL | ||
| 9 | John Muir Health | 501(c)(3) | Walnut Creek, CA | ||
| 10 | Duquesne University | 501(c)(3) | Pittsburgh, PA | ||
| ... | and 81 more Valic not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Valic in the nonprofit sector include Capfinancial Partners, LLC, Ubs Financial Services, Great West Life and Annuity Company, Variable Annuity Life Insurance Co., Morgan Stanley Smith Barney LLC, Variable Annuity Life Insurance Company, Fidelity Investments, Principal Financial Group, Ubs Financial Services Inc, and Kestra Advisory Services LLC.
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