National Investment Services is a firm that provides investment management, financial advisor, fiduciary trustee, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in Illinois, Michigan, and Missouri (although they are present in other states as well).
Most National Investment Services clients are health and welfare funds with revenues ranging from $20 million to $173 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Service Employees International Union (SEIU) | 501(c)(5) | Washington, DC | ||
| 2 | Pipe Fitters Welfare Fund Local 597 | 501(c)(9) | Chicago, IL | ||
| 3 | Chicago and Vicinity Laborers' District Council Retiree Health and Welfare Plan | 501(c)(9) | Westchester, IL | ||
| 4 | Teamsters Local 727 Health and Welfare Fund | 501(c)(9) | Park Ridge, IL | ||
| 5 | Sheet Metal Workers Local 73 Welfare Fund | 501(c)(9) | Hillside, IL | ||
| 6 | BAC Administrative District Council 1 of Illinois | 501(c)(9) | Elmhurst, IL | ||
| 7 | Chicago Area Ib of T Health and Welfare Trust Fund | 501(c)(9) | Downers Grove, IL | ||
| 8 | Oregon Homecare Workers Supplemental Trust | 501(c)(5) | Mukilteo, WA | ||
| 9 | Operating Engineers Health and Welfare Fund | 501(c)(9) | Pasadena, CA | ||
| 10 | Southern California Pipe Trades Health and Welfare Fund | 501(c)(9) | Los Angeles, CA | ||
| ... | and 34 more National Investment Services not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to National Investment Services in the nonprofit sector include Capital Research and Management Company, Voya Retirement Insurance and Annuity Co., Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., Fiduciary Investment Advisors, RBC Capital Markets, State Street Global Advisors, Sei, Capfinancial Partners, LLC, and Alerus Financial, N.a..
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