Segal Rogerscasey is a firm that provides financial advisor, fiduciary trustee, consulting services, investment management, and actuarial services to nonprofit clients. They primarily provide their services regionally, with most clients in Rhode Island, Connecticut, District of Columbia, Pennsylvania, and West Virginia (although they are present in other states as well).
Most Segal Rogerscasey clients are health and welfare funds, legal services, grantmaking foundations, and trade associations with revenues ranging from $6.5 million to $52 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Wyncote Foundation | 501(c)(3) | Philadelphia, PA |
| 2 | American Bakers Association (ABA) | 501(c)(6) | Washington, DC |
| 3 | International Union of Operating Engineers Local 57 | 501(c)(9) | Johnston, RI |
| 4 | 4th District IBEW Health Fund | 501(c)(9) | Ona, WV |
| 5 | Rhode Island Laborers Legal | 501(c)(9) | Cranston, RI |
| 6 | Connecticut Carpenters Health Fund | 501(c)(9) | Hamden, CT |
Competitors to Segal Rogerscasey in the nonprofit sector include Minnesota Life Insurance Company, Matrix Trust Company, Segal Marco Advisors, Sei Investments, Cigna Health and Life Insurance, Comerica Bank, Towers Watson, Capfinancial Partners, LLC, The Segal Company, and JP Morgan Chase.
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