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 and outpatient health care practitioners and facilities with revenues ranging from $43 million to $197 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 | Menlo College (MC) | 501(c)(3) | Atherton, CA | ||
| 5 | John Carroll University | 501(c)(3) | University Heights, OH | ||
| 6 | Webster University | 501(c)(3) | Saint Louis, MO | ||
| 7 | Baldwin Wallace University | 501(c)(3) | Berea, OH | ||
| 8 | Chase Brexton Health Care | 501(c)(3) | Baltimore, MD | ||
| 9 | Washington College | 501(c)(3) | Chestertown, MD | ||
| 10 | St. John's College (SJC) | 501(c)(3) | Annapolis, MD | ||
| ... | and 44 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 Resources Investment Advisors, Inc., Royal Alliance Associates Inc, Fiduciary Investment Advisors, LLC, Mercer, Usi Consulting Group, Edward Jones, Pentegra Services Inc., Reliance Trust Company, Trowe Price, and Merrill Lynch Pierce Fenner and Smith.
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