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, outpatient health care practitioners and facilities, and hospitals with revenues ranging from $17 million to $307 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 | Adapt Community Network | 501(c)(3) | New York, NY | ||
| 4 | Annie E Casey Foundation (AECF) | 501(c)(3) | Baltimore, MD | ||
| 5 | Wheeler Clinic | 501(c)(3) | Plainville, CT | ||
| 6 | Edison Electric Institute (EEI) | 501(c)(6) | Washington, DC | ||
| 7 | Chicago Zoological Society | 501(c)(3) | Brookfield, IL | ||
| 8 | Securities Industry and Financial Markets Association (SIFMA) | 501(c)(6) | New York, NY | ||
| 9 | Association of The United States Army | 501(c)(3) | Arlington, VA | ||
| 10 | American Society of Radiologic Technologists (ASRT) | 501(c)(6) | Albuquerque, NM | ||
| ... | and 210 more Dodge and Cox not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Dodge and Cox in the nonprofit sector include Great West Life and Annuity Company, Comerica Bank, Victory Capital Management, Cambridge Associates LLC, RBC Wealth Management, Ropes and Gray LLP, Ubs Financial Services Inc, Charles Schwab Bank, Sageview Advisory Group, LLC, and Pension Assurance LLP.
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