Segal Rogerscasey is a firm that provides financial advisor, fiduciary trustee, investment management, and actuarial services to nonprofit clients. They primarily provide their services regionally, with most clients in Connecticut, District of Columbia, Pennsylvania, Rhode Island, and West Virginia (although they are present in other states as well).
Most Segal Rogerscasey clients are health and welfare funds, grantmaking foundations, and trade associations with revenues ranging from $11 million to $71 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 | Connecticut Carpenters Health Fund | 501(c)(9) | Hamden, CT |
Competitors to Segal Rogerscasey in the nonprofit sector include Minnesota Life Insurance Company, Sei Investments, Comerica Bank, Usi Advisors Inc, Pentegra Services Inc., Segal Marco Advisors, Cigna Health and Life Insurance, Transamerica, JP Morgan Chase, and Capfinancial Partners, LLC.
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