Our Entities Include:
- CBIZ Benefits & Insurance Services, Inc.
- CBIZ Investment Advisory Services, LLC
- CBIZ Financial Solutions, Inc.
CBIZ Benefits & Insurance Services, Inc.
Third party administration, actuarial, and other consulting services offered through CBIZ Benefits & Insurance Services, Inc.
CBIZ Investment Advisory Services, LLC
Investment advisory services provided through CBIZ Investment Advisory Services, LLC, a registered investment adviser and a wholly owned subsidiary of CBIZ, Inc.
CBIZ Financial Solutions, Inc.
CBIZ Financial Solutions, Inc. is a Broker/Dealer, member FINRA, SIPC and registered investment adviser.
ADV
As of December 31, 2023, CBIZ Investment Advisory Services, LLC has assets under advisement in excess of $66 billion. Please see the Firm’s Form ADV Brochures and Form CRS at www.adviserinfo.sec.gov.
View our ADV
Form CRS
Form CRS: Please view our client relationship summary
Awards and Rankings
Rankings and recognition by unaffiliated third parties may not be representative of a CBIZ Investment Advisory Services' client experience and should not be construed as a guarantee of a certain level of results. Neither CBIZ IAS nor its advisors pays a fee to the third party in exchange for the rating.
- The rankings for Barron's Top Institutional Consulting Teams are compiled based on a set of data supplied by the advisers. Barron's verifies this data and applies their rankings formula to generate a ranking based on assets, revenue, and quality of practice.
- NAPA awards are determined after applications submitted by nominees, which include quantitative and qualitative factors, are reviewed by judges or senior industry experts and are voted on by peers.
Certifications
The CEFEX Investment Advisor certification provides independent assessment of CBIZ Investment Advisory Services, LLC’s conformity to the Global Fiduciary Standard of Excellence. CEFEX certified firms adhere to a standard representing the best practices in their industry.
CEFEX provides an independent recognition of CBIZ Investment Advisory Services' conformity to a defined Standard of Practice. It implies that CBIZ Investment Advisory Services can demonstrate adherence to the industry's best practices, and is positioned to earn the public's trust. This registration serves investors who require assurance that their investments are being managed according to commonly accepted best practices.
The CBIZ InR team, a part of CBIZ Investment Advisory Services, LLC, has met the requirements set forth by DALBAR to become a DALBAR Certified ERISA 3(38) Investment Manager. The DALBAR 3(38) Certification Program provides an independent assessment of an investment manager’s ability to satisfy the requirements of ERISA section 3(38). CBIZ InR applies the ERISA section 3(38) standards to non-qualified group plans as well as those that fall under ERISA.
Download our Public Certification Report
Download our CEFEX 15 Year Certification Report
Risk
The information included is believed to be reliable and complete. CBIZ Investment Advisory Services, LLC disclaims any liability for any direct or incidental loss incurred by applying this information. Please contact your financial representative with any questions.
There is no assurance that investing in accordance with the strategies presented will provide positive performance over any period of time. Investing inherently carries risk, and investors can be subject to loss.
Past performance is not indicative of future results.
Website
All information placed on the website may be for informational purposes only. No information that constitutes an offer to sell or buy a security or a form of investment advice may be placed on the website.
Information from third party sources does not necessarily reflect the views of CBIZ Investment Advisory Services, LLC or CBIZ Financial Solutions, Inc. and should not be construed as investment advice or recommendation. Please contact your financial representative with any questions.