Investment Advisory

Home /  Insurance & HR / Services / Investment Advisory

Your Success. Our Mission.

At CBIZ Investment Advisory Services our mission is to provide quality investment advisory services to help you forge a path to achieve financial goals.

To that end, we provide investment advisory services to individuals, defined benefit plans, cash balance plans, endowments and foundations. We work to deliver customized portfolios that combine the expertise of a credentialed internal investment team with a network of external investment managers. This safeguards assets through relationships with the nation’s leading custodians.

Our collaborative approach takes into account your goals, and provides a valuable, transparent and communicative process to help you attain success.

Wealth Management

Growing, protecting and transferring wealth requires a well thought out plan that encompasses both personal objectives and a defined financial strategy. Your goals are unique. Our experienced team of Portfolio Strategists builds portfolios that are customized to your time horizon, risk tolerance, tax status, income needs and other special considerations.

We strive to build long-term relationships based upon outstanding service, communication, technology, security, and trust. Contact us to learn more about how we can help you. Whether future distributions are for funding retirement, education, charities or inheritances, your strategist will select suitable investment vehicles that can help you reach your goals.

Defined Benefit Plans

Defined benefit plan sponsors must adapt to an ever-changing regulatory environment and face increasingly complex business decisions. Volatility in interest rates and asset returns, funding levels, Pension Benefit Guaranty Corporation premiums and liability trends can add to the pressures of pension plan management.

Regardless of whether your plan is active, closed or frozen, our team can provide you with the forward-looking guidance you need to help you achieve your corporate and employee benefit objectives. If you are a committee member or solely responsible for your company’s plan and seek professional advice, consider engaging our credentialed investment and actuarial teams. Contact us to learn more.

Cash Balance Plans

Many business owners are looking to shift recurring profits from their company to an ERISA-protected retirement account. But finding the time and energy to plan an effective retirement strategy can be difficult when you’re focused on carrying out other critical organizational tasks.

Having a partner can help. Our actuarial and analyst teams can help you determine if a Cash Balance Plan can help you significantly increase your retirement savings and reduce taxes. Contact us to learn more about how we can help you evaluate and implement a Cash Balance Plan.

Foundations and Endowments

You are responsible to members, donors and the community for properly managing and growing the endowment fund to ensure the future of your organization’s mission. A fluctuating economy, tightening budgets and changing markets can make this difficult.

The CBIZ IAS team can help you review your spending policy and check for prudence and stability. We believe that the long-term success of a foundation or endowment is largely determined by three factors: spending policy, asset allocation and investment selection. Contact us to learn more about how we can help you manage your fund.

Our Commitment

We strive to build long-term relationships based upon outstanding service, communication, technology, and trust.

Cefex


The Centre for Fiduciary Excellence, LLC (CEFEX) promotes best practices in the investment management industry. CEFEX Certification helps plan sponsors determine the trustworthiness of investment fiduciaries—including CBIZ.

Download our Public Certification Report

Download our CEFEX 10 Year Certification

 

Text/HTML

Investment management services to individuals, corporations, trusts and defined benefit plans offered through CBIZ Investment Advisory Services LLC, SEC Registered Investment Adviser.