Putnam Investments is a firm that provides investment management, outsourced management, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Michigan and Oklahoma (although they are present in other states as well).
Most Putnam Investments clients are health and welfare funds, outpatient health care practitioners and facilities, hospitals, professional associations, electric power generation, transmission, and distribution establishments, residential intellectual and developmental disability facilities, and assisted living and continuing care retirement communities with revenues ranging from $19 million to $180 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Thorek Memorial Hospital | 501(c)(3) | Chicago, IL | ||
| 2 | The Providence Center | 501(c)(3) | Providence, RI | ||
| 3 | Four County Mental Health Center | 501(c)(3) | Independence, KS | ||
| 4 | Florida Court Clerks and Comptrollers | 501(c)(6) | Tallahassee, FL | ||
| 5 | Parkside Psychiatric Hospital and Clinic | 501(c)(3) | Tulsa, OK | ||
| 6 | Scioto Paint Valley Mental Health Center (SPVMHC) | 501(c)(3) | Chillicothe, OH | ||
| 7 | Moore Center Services | 501(c)(3) | Manchester, NH | ||
| 8 | Delaware Electric Cooperative | 501(c)(12) | Greenwood, DE | ||
| 9 | Epworth Living | 501(c)(3) | Oklahoma City, OK | ||
| 10 | Electrical Workers' Insurance Fund | 501(c)(9) | Madison Heights, MI | ||
| ... | and 3 more Putnam Investments not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Putnam Investments in the nonprofit sector include Dimeo Schneider, Colonial Consulting, TD Ameritrade Trust Company, Oppenheimer Funds, Massmutual, Great West Life and Annuity Company, Capital Group Retirement Plan SVCS., John Hancock USA, Axa Equitable Life Insurance Compan, and MML Insurance Agency LLC.
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