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 $444 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 | Coram Deo Academy (CDA) | 501(c)(3) | Lewisville, TX | ||
| 7 | The Lambs Farm | 501(c)(3) | Libertyville, IL | ||
| 8 | John Muir Health | 501(c)(3) | Walnut Creek, CA | ||
| 9 | Hospital for Special Surgery (HSS) | 501(c)(3) | New York, NY | ||
| 10 | Temple University Health System (TUHS) | 501(c)(3) | Philadelphia, PA | ||
| ... | and 75 more Valic not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Valic in the nonprofit sector include Healthcare Community Securities Cor, Transamerica Retirement Solutions, Ubs Financial Services, Inc., Proaccount, JP Morgan Chase, Capfinancial Partners, LLC, Minnesota Life Insurance Company, Voya Retirement Insurance and Annuity Co., The Segal Company, and Oppenheimer.
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