Our Philosophy

Our investment philosophy involves building portfolios that optimize your organization’s long-term objectives while considering factors like market conditions, risk tolerance and your spending policy and cash flow profile.

Our Approach

Our process involves helping with your investment policy statement, asset allocation, investment managers, performance reports and ongoing portfolio management.

Help reviewing investment policy statement (IPS)

Help establishing an asset allocation

Selection of investment managers

Deliver performance reports

Ongoing portfolio management

Plan

Help reviewing investment policy statement (IPS)

We can assist in reviewing your IPS, which serves as the written statement of the goals and guidelines governing the investment process.

Connect with a Specialist
Design

Help establishing an asset allocation

We can work within the guidelines of the IPS to develop an asset allocation strategy that balances investment growth objectives with spending and cash flow needs.

Connect with a Specialist
Construct

Selection of investment managers

Utilizing our four-level research process, we thoughtfully select managers we believe have the potential to consistently help clients achieve their investment goals over multiple market cycles.

Connect with a Specialist
Evaluate

Deliver performance reports

We deliver in-depth performance reporting encompassing the total portfolio as well as its major asset class groups and underlying investment managers.

Connect with a Specialist
Execute

Ongoing portfolio management

We recommend tactical asset allocation adjustments and periodic rebalancing with the primary goal of meeting long-term objectives while remaining flexible in response to changing market conditions and your organization’s evolving needs.

Connect with a Specialist

Insights that Impact

View All Insights
View All Insights
CBIZ Private Equity Advisory’s Q1 2025 M&A Market Update: Opportunity Amidst Uncertainty

CBIZ examines market dynamics beyond the public headlines and highlight why private equity’s resilience remains a source of optimism.

Read More
Article
The Whiplash of Global Trade Policy Disruption

From the declaration of the new tariff policy on April 2 to the ninety-day pause announcement on April 9, world leaders scrambled to negotiate with the United States.

Read More
Article
Dividend Recaps: Another Vehicle to Fight the Exit Stalemate

It is clear that dividend recaps have re-emerged as a vital tool for private equity sponsors to generate returns.

Read More
Article
Why Background Investigations Matter

Find out how background investigations can enhance hiring quality, protect your brand, and reduce legal risks. Equip your team with knowledge now!

Read More
Article
Navigating the Complex Terrain of Accounting for Warrants to Customers: A Guide to GAAP Compliance

While warrants can offer many opportunities for companies and their customers, they also introduce a layer of complexity in accounting practices under the Generally Accepted Accounting Principles (GAAP).

Read More
Article
Ohio’s Pay Stub Protection Act: What Employers Need to Know

Learn about Ohio’s Pay Stub Protection Act, effective April 9, 2025. Discover employer requirements for wage statements, compliance protocols, and how to avoid penalties. Stay ahead with CBIZ’s payroll and compliance expertise.

Read More
Article

Connect With Us

Interested in learning more about how CBIZ can help your organization? Connect with a specialist to get started.

Describe your relationship with us(Required)
What service are you inquiring about?(Required)
Sign up for additional emails
By requesting additional information, you will be added to our email list. You can unsubscribe from CBIZ emails at any time. For more details, please read our Privacy Policy.

CEFEX

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.

Download our Public Certification Report

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

Third party administration, actuarial, and other consulting services offered through CBIZ Benefits & Insurance Services, Inc.

CBIZ Financial Solutions, Inc. is a Broker/Dealer, member FINRA, SIPC and registered investment adviser.
View our ADV
Form CRS: Please view our client relationship summary
For important disclosures please click here.