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Foundations and Endowments

CBIZ Investment Advisory Services understands that balancing an organization’s investment and cash flow goals can be a challenge for the members of an Endowment or Foundation Committee. At CBIZ IAS, 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 includes credentialed and experienced investment specialists who will assist in developing and implementing strategic spending and investment policies that align with the organization’s objectives. CBIZ IAS 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.

 

“Investment management services to individuals, corporations, trusts, endowments and foundations offered through CBIZ Investment Advisory Services, LLC, SEC Registered Investment Adviser. Investment management services to governmental and/or municipal defined benefit plans, 457 plans and related individuals provided by CBIZ Investment Advisory Services, LLC, dba CBIZ InR and dba CBIZ Retirement Plan Services.”