Dodge and Cox is a firm that provides investment management and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in California (although they are present in other states as well).
Most Dodge and Cox clients are health and welfare funds and hospitals with revenues ranging from $20 million to $470 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Nemours Foundation | 501(c)(3) | Jacksonville, FL | ||
| 2 | Institute of Electrical and Electronics Engineers (IEEE) | 501(c)(3) | Piscataway, NJ | ||
| 3 | Annie E Casey Foundation (AECF) | 501(c)(3) | Baltimore, MD | ||
| 4 | Chicago Zoological Society | 501(c)(3) | Brookfield, IL | ||
| 5 | Edison Electric Institute (EEI) | 501(c)(6) | Washington, DC | ||
| 6 | Rainforest Alliance | 501(c)(3) | New York, NY | ||
| 7 | Association of The United States Army | 501(c)(3) | Arlington, VA | ||
| 8 | American Society of Radiologic Technologists (ASRT) | 501(c)(6) | Albuquerque, NM | ||
| 9 | Girl Scouts of the United States of America (GSUSA) | 501(c)(3) | New York, NY | ||
| 10 | Campaign for Tobacco-Free Kids | 501(c)(3) | Washington, DC | ||
| ... | and 159 more Dodge and Cox not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Dodge and Cox in the nonprofit sector include Charles Schwab Bank, Great West Life and Annuity Company, Voya Retirement Ins and Annuity Company, Massachusetts Mutual Life Insurance Co., MML Insurance Agency LLC, Principal Securities Inc, Variable Annuity Life Insurance Company, Newport Group, Inc., T. Rowe Price, and Invesco.
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