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$69B	Assets Under Advisement

15	Offices Nationwide

70⁺	Financial Professionals

*As of 12/31/2021

At CBIZ Investment Advisory Services (CBIZ IAS), we understand that developing a plan to secure your financial future can be stressful. Our dedicated team includes experienced and credentialed investment specialists who are focused on understanding your unique needs. We will work with you to develop and implement a strategy that will help you meet your investment goals.

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

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Questions about Financial Planning?

One of our advisors will schedule a time to chat with you.

Who We Serve

We combine the knowledge of our internal team with a network of external investment managers to serve the needs of individuals and families, business owners, and participants who are enrolled in a retirement plan.

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Insights

Stay up-to-date with the latest resources from CBIZ IAS. We share articles, videos and market updates to keep you informed of the latest trends and happenings.

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About Us

As a national provider of investment advisory and investment management services, we work with clients to implement our investment approach tailored to meet their unique needs. We offer local, personal service with access to national resources.

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Investment advisory services provided through CBIZ Investment Advisory Services, LLC, a registered investment adviser and a wholly owned subsidiary of CBIZ, Inc.

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.

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. Investments, investment advisory and investment management services offered through CBIZ Financial Solutions, Inc., Member FINRA, SIPC and SEC Registered Investment Adviser, dba CBIZ Retirement Plan Advisory Services. Investment advisory and investment management services may also be offered through CBIZ Investment Advisory Services, LLC, SEC Registered Investment Adviser. Third party administration, actuarial and other consulting services offered through CBIZ Benefits & Insurance Services, Inc.

Contact Us

6050 Oak Tree Blvd | Suite 500 | Cleveland, OH

833.224.9427 (833-CBIZ-IAS)

Copyright 2023 by CBIZ, Inc.

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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.