Risk Strategies Company is a firm that provides insurance agent or broker and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in California and Massachusetts (although they are present in other states as well).
Most Risk Strategies Company clients are credit unions, health and welfare funds, services for the elderly and people with disabilities, direct property and casualty insurance carriers, colleges, universities, and professional schools, educational support services, and trade associations with revenues ranging from $18 million to $128 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Scholarship America | 501(c)(3) | Minneapolis, MN |
| 2 | Anna Maria College (AMC) | 501(c)(3) | Paxton, MA |
| 3 | Easter Seals Massachusetts | 501(c)(3) | Worcester, MA |
| 4 | Country Music Association | 501(c)(6) | Nashville, TN |
| 5 | Meriwest Credit Union | 501(c)(14) | San Jose, CA |
| 6 | KeyPoint Credit Union (KPCU) | 501(c)(14) | San Jose, CA |
| 7 | Credit Union Self-Insured Group of California Affinity Group Adminstrs | 501(c)(6) | Orangevale, CA |
| 8 | Washington Commercial Construction Health Trust | 501(c)(9) | Spokane, WA |
| 9 | UMTA Trust | 501(c)(9) | Portland, OR |
| 10 | Seven Hills Foundation Group | 501(c)(3) | Woonsocket, RI |
Competitors to Risk Strategies Company in the nonprofit sector include Morningstar, Ubs Financial Services, Inc., RBC Capital Markets, Segal Company, Lincoln National Life Insurance, Commonwealth Financial Network, Valic, Raymond James and Associates, Voya Retirement Insurance and Annui, and Reliance Trust Company.
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