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, Maryland, Arizona, and Missouri (although they are present in other states as well).
Most CBIZ Investment Advisory Services clients are colleges, universities, and professional schools, outpatient health care practitioners and facilities, and elementary and secondary schools with revenues ranging from $43 million to $236 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Trustees of Grinnell College | 501(c)(3) | Grinnell, IA | ||
| 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 | Webster University | 501(c)(3) | Saint Louis, MO | ||
| 6 | Baldwin Wallace University | 501(c)(3) | Berea, OH | ||
| 7 | Chase Brexton Health Care | 501(c)(3) | Baltimore, MD | ||
| 8 | Washington College | 501(c)(3) | Chestertown, MD | ||
| 9 | St. John's College (SJC) | 501(c)(3) | Annapolis, MD | ||
| 10 | Western Reserve Area Agency on Aging (WRAAA) | 501(c)(3) | Cleveland, OH | ||
| ... | and 43 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 Minnesota Life Insurance Company, Northwestern Mutual Investment Serv, Ameriprise Financial Services, Capfinancial Partners, LLC, Raymond James Financial Services, Towers Watson, Benefit Plans Admin Services, Inc., Cambridge Investment Research Inc, Healthcare Community Securities Cor, and Ubs Financial Services, Inc..
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