CBIZ Investment Advisory Services is a firm that provides financial advisor, investment management, consulting services, fiduciary trustee, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Ohio and Maryland (although they are present in other states as well).
Most CBIZ Investment Advisory Services clients are colleges, universities, and professional schools and outpatient health care practitioners and facilities with revenues ranging from $34 million to $170 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | American Academy of Family Physicians | 501(c)(6) | Leawood, KS | ||
| 2 | Goucher College | 501(c)(3) | Baltimore, MD | ||
| 3 | Rockefeller Philanthropy Advisors (RPA) | 501(c)(3) | New York, NY | ||
| 4 | John Carroll University | 501(c)(3) | University Heights, OH | ||
| 5 | Baldwin Wallace University | 501(c)(3) | Berea, OH | ||
| 6 | Chase Brexton Health Care | 501(c)(3) | Baltimore, MD | ||
| 7 | Webster University | 501(c)(3) | Saint Louis, MO | ||
| 8 | St. John's College (SJC) | 501(c)(3) | Annapolis, MD | ||
| 9 | PMHCC | 501(c)(3) | Philadelphia, PA | ||
| 10 | Sun Life Family Health Center | 501(c)(3) | Case Grande, AZ | ||
| ... | and 32 more CBIZ Investment Advisory Services not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to CBIZ Investment Advisory Services in the nonprofit sector include Benefit Plans Admin Services, Inc., Towers Watson, Minnesota Life Insurance Company, Ubs Financial Services, Inc., Ameriprise Financial Services, Raymond James Financial Services, Capfinancial Partners, LLC, Alerus Financial, N.a., Kestra Advisory Services LLC, and Matrix Trust Company.
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