Foundation and Endowment Resources

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. 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.

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CBIZ Retirement Plan Services is a trade name under which certain subsidiaries of CBIZ, Inc. (NYSE Listed: CBZ) market investment advisory, investment management, third party administration, actuarial and other retirement plan services. Investment advisory and investment management services offered through CBIZ Investment Advisory Services, LLC, Registered Investment Adviser.  Investments, investment advisory and investment management services may also be offered through CBIZ Financial Solutions, Inc., Member FINRA, SIPC and Registered Investment Adviser, dba CBIZ Retirement Plan Advisory Services.  Third party administration, actuarial and other consulting services offered through CBIZ Benefits & Insurance Services, Inc.
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