The Retirement & Investment Solutions practice of CBIZ understands that balancing an organization’s investment and cash flow goals can be a challenge for the members of an Endowment or Foundation Committee. We believe establishing the appropriate spending policy methodology that aligns with the organization’s objectives is an important step toward developing the long-term success of an endowment or foundation. Our team of professionals combines our research, technology, and services to meet the unique investment and reporting needs of each client.
We offer active and passive strategies utilizing exchange traded funds, mutual funds and separately managed accounts. Our platform delivers solutions that fit the unique needs of clients through internal and external strategies managed by various firms that have demonstrated the ability to add value in select categories.