Cause IQ vendor profile

Mercer Investments


Mercer Investments is a firm that provides consulting services, financial advisor, investment management, insurance, and actuarial services to nonprofit clients. They primarily provide their services regionally, with most clients in Ohio (although they are present in other states as well).

Most Mercer Investments clients are hospitals, grantmaking foundations, and outpatient health care practitioners and facilities with revenues ranging from $52 million to $2.0 billion.

Previous legal names, trade names, or just variations of their name include: Mercer Investments LLC.

Primary location:
Chicago, IL
All locations:
IL, MA
Identified clients:
40
Avg client size:
$655 mil revenue
Median client size:
$96 mil revenue

Mercer Investments client list

 NameTypeLocation
1Foundation for the Carolinas501(c)(3)Charlotte, NC
2Noblereach Foundation501(c)(3)Mclean, VA
3Barrow Neurological Foundation501(c)(3)Phoenix, AZ
4March of Dimes501(c)(3)Arlington, VA
5National Trust for Historic Preservation501(c)(3)Washington, DC
6National Council of Teachers of Mathematics (NCTM)501(c)(3)Reston, VA
7California Institute of Technology501(c)(3)Pasadena, CA
8Dallas Theological Seminary (DTS)501(c)(3)Dallas, TX
9Allina Health501(c)(3)Minneapolis, MN
10Northwestern Memorial HealthCare (NMHC)501(c)(3)Chicago, IL
...and 30 more Mercer Investments not-for-profit tax-exempt clients identified by Cause IQ

Mercer Investments competitors

Competitors to Mercer Investments in the nonprofit sector include Massachusetts Mutual Life Ins. Co., CMFG Life Insurance Company, Minnesota Life Insurance Company, Capfinancial Partners, LLC, Towers Watson Delaware Inc, Usi Consulting Group, Mercer, CBIZ Financial Solutions Inc, Willis Towers Watson, and Segal Company.

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