Victory is a firm that provides investment management, tax accounting, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in Minnesota and California (although they are present in other states as well).
Most Victory clients are colleges, universities, and professional schools, individual and family services, religious organizations, elementary and secondary schools, hospitals, amateur sports, youth sports, and recreational services, and grantmaking foundations with revenues ranging from $16 million to $190 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Augsburg University | 501(c)(3) | Minneapolis, MN |
| 2 | Greater Twin Cities United Way | 501(c)(3) | Minneapolis, MN |
| 3 | University of Maryland Capital Region Health | 501(c)(3) | Upper Marlboro, MD |
| 4 | Partnership for Community Action (PCA) | 501(c)(3) | Decatur, GA |
| 5 | Avila University | 501(c)(3) | Kansas City, MO |
| 6 | Children's Physicians | 501(c)(3) | Omaha, NE |
| 7 | The Highlander Charter School | 501(c)(3) | Providence, RI |
| 8 | Norcal Flag Football | 501(c)(3) | Capitola, CA |
| 9 | Calvary Street-Isaiah 58 Ministries | 501(c)(3) | San Francisco, CA |
| 10 | Lutheran Social Services of ND | 501(c)(3) | New Brighton, MN |
Competitors to Victory in the nonprofit sector include Ropes and Gray LLP, CBIZ, State Street Global Advisors, Creative Planning, Towers Watson, Capfinancial Partners, LLC, Merrill Lynch Pierce Fenner and Smith, J P Morgan, Edward Jones, and Mercer.
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