On The Margin

CBIZ Investment Advisory Services is a national provider of investment advisory and investment management services. We serve the investment needs of: individuals, trusts, defined contribution plans, defined benefit plans, cash balance plans, foundations & endowments, corporate liquidity accounts, and OPEBs. We work with clients to implement our investment approach, tailored to meet their unique needs.

About the Author

Anna Rathbun serves as the Chief Investment Officer for CBIZ Investment Advisory Services. Her tenure with the firm has spanned economic and market   research, portfolio construction, and creating insights in investment themes to share with the investment community. Anna began her career in   investments at Wellington Management, and subsequently, Harvard. She has served as a Managing Director for a registered investment advisory firm   where she specialized in alternative investments. She is a graduate of Harvard University with a B.A. in Economics.