Calvert is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in California and New York (although they are present in other states as well).
Most Calvert clients are individual and family services, outpatient health care practitioners and facilities, and residential intellectual and developmental disability facilities with revenues ranging from $11 million to $45 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Chicago Community Trust | 501(c)(3) | Chicago, IL | ||
| 2 | Annie E Casey Foundation (AECF) | 501(c)(3) | Baltimore, MD | ||
| 3 | BronxWorks | 501(c)(3) | Bronx, NY | ||
| 4 | International Fund for Animal Welfare (IFAW) | 501(c)(3) | Washington, DC | ||
| 5 | Federation of Multicultural Programs | 501(c)(3) | Brooklyn, NY | ||
| 6 | Heartland Alliance for Human Needs and Rights | 501(c)(3) | Chicago, IL | ||
| 7 | Program for Appropriate Technology in Health Path (PATH) | 501(c)(3) | Seattle, WA | ||
| 8 | Girls Incorporated of Alameda County | 501(c)(3) | Oakland, CA | ||
| 9 | Families First | 501(c)(3) | Atlanta, GA | ||
| 10 | Community Partners | 501(c)(3) | Los Angeles, CA | ||
| ... | and 278 more Calvert not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Calvert in the nonprofit sector include Capital Research and Management, Kestra Advisory Services LLC, Merrill Lynch, American Century Investment Managem, Wells Fargo Bank, Blue Cross Blue Shield, Stancorp Financial Group, Companion Life Insurance Company, Aetna Life Insurance Co., and Anthem Life Insurance Company.
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