Cause IQ vendor profile

Putnam Investments


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, residential intellectual and developmental disability facilities, professional associations, electric power generation, transmission, and distribution establishments, and assisted living and continuing care retirement communities with revenues ranging from $19 million to $180 million.

Primary location:
Boston, MA
All locations:
MA
Identified clients:
13
Avg client size:
$473 mil revenue
Median client size:
$41 mil revenue

Putnam Investments client list

 NameTypeLocation
1Thorek Memorial Hospital501(c)(3)Chicago, IL
2The Providence Center501(c)(3)Providence, RI
3Four County Mental Health Center501(c)(3)Independence, KS
4Florida Court Clerks and Comptrollers501(c)(6)Tallahassee, FL
5Parkside Psychiatric Hospital and Clinic501(c)(3)Tulsa, OK
6Scioto Paint Valley Mental Health Center (SPVMHC)501(c)(3)Chillicothe, OH
7Moore Center Services501(c)(3)Manchester, NH
8Delaware Electric Cooperative501(c)(12)Greenwood, DE
9Epworth Living501(c)(3)Oklahoma City, OK
10Electrical Workers' Insurance Fund501(c)(9)Madison Heights, MI
...and 3 more Putnam Investments not-for-profit tax-exempt clients identified by Cause IQ

Putnam Investments competitors

Competitors to Putnam Investments in the nonprofit sector include Colonial Consulting, Dimeo Schneider, American Funds Distributors, Inc., Benefit Plans Admin Services, Inc., Morningstar, Towers Watson, Minnesota Life Insurance Company, Ubs Financial Services, Inc., NFP Retirement Inc., and Blue Cross Blue Shield Of Ma.

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