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 California (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 $19 million to $322 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Mayo Clinic | 501(c)(3) | Rochester, MN | ||
| 2 | The Nemours Foundation | 501(c)(3) | Jacksonville, FL | ||
| 3 | Morehouse College | 501(c)(3) | Atlanta, GA | ||
| 4 | Samaritan Healthcare and Hospice | 501(c)(3) | Mount Laurel, NJ | ||
| 5 | Hawken School | 501(c)(3) | Gates Mills, OH | ||
| 6 | Second Harvest of Silicon Valley | 501(c)(3) | San Jose, CA | ||
| 7 | University of San Francisco (USF) | 501(c)(3) | San Francisco, CA | ||
| 8 | JourneyCare | 501(c)(3) | Glenview, IL | ||
| 9 | Coram Deo Academy (CDA) | 501(c)(3) | Lewisville, TX | ||
| 10 | The Lambs Farm | 501(c)(3) | Libertyville, IL | ||
| ... | and 92 more Valic not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Valic in the nonprofit sector include Ubs Financial Services, Inc., JP Morgan Chase, Ubs Financial Services, Capfinancial Partners, LLC, Voya Retirement Insurance and Annuity Co., Variable Annuity Life Insurance Co., Morgan Stanley Smith Barney LLC, Great West Life and Annuity Company, Variable Annuity Life Insurance Company, and Principal Financial Group.
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