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, religious organizations, grantmaking foundations, elementary and secondary schools, hospitals, individual and family services, and amateur sports, youth sports, and recreational services with revenues ranging from $15 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 Mercer, Merrill Lynch Pierce Fenner and Smith, Edward Jones, J P Morgan, Ropes and Gray LLP, CBIZ, Towers Watson, Creative Planning, State Street Global Advisors, and Capfinancial Partners, LLC.
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