Investment Performance Services is a firm that provides financial advisor, consulting services, investment management, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Pennsylvania, California, New Jersey, and New York (although they are present in other states as well).
Most Investment Performance Services clients are health and welfare funds with revenues ranging from $12 million to $140 million.
Previous legal names, trade names, or just variations of their name include: Investment Performance Services LLC; and Investment Performance Services, LL.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | International Association of Fire Fighters (IAFF) | 501(c)(5) | Washington, DC | ||
| 2 | General Employees Trust Fund | 501(c)(9) | Brisbane, CA | ||
| 3 | Operating Engineers Local No 825 Welfare Fund | 501(c)(9) | Springfield, NJ | ||
| 4 | Electrical Welfare Trust Fund | 501(c)(9) | Lanham, MD | ||
| 5 | United Food and Commercial Workers Union Local 1262 Employers Welfare Fund | 501(c)(9) | Clifton, NJ | ||
| 6 | Operating Engineers Welfare Fund of Eastern Pa & Delaware Local 542 | 501(c)(9) | Fort Washington, PA | ||
| 7 | Central States Joint Board Health and Welfare Trust Fund | 501(c)(9) | Hillside, IL | ||
| 8 | Sheet Metal Workers Health Fund of Local Union No 19 | 501(c)(9) | Philadelphia, PA | ||
| 9 | Laborer's District Council Building and Construction Industry H&W Fund | 501(c)(9) | Philadelphia, PA | ||
| 10 | Teamsters Local 830 Welfare Fund | 501(c)(9) | Philadelphia, PA | ||
| ... | and 40 more Investment Performance Services not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Investment Performance Services in the nonprofit sector include MML Insurance Agency LLC, Newport Trust Company, Newport Group, Inc., Dimensional Fund Advisors, Sageview Advisory Group, LLC, Metlife Securities Inc, Vanguard Group, Inc., Sei Investments, RBC Wealth Management, and Ubs Financial Services Inc.
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