CBIZ, Inc. (NYSE: CBZ) is headquartered in Cleveland, Ohio. CBIZ is one of the nation’s leading providers of an array of professional services from accounting and tax to benefits and insurance, as well as a wide range of consulting services.
CBIZ Investment Advisory Services, LLC is a Registered Investment Advisory Firm. As part of the CBIZ family of companies, we offer local, personal service with access to national resources.
To provide exceptional advice and services that help our clients achieve their goals.
To be recognized by our clients as the premier provider of comprehensive retirement plan and investment management services and by our team members as an employer of choice.
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.
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.