Cbiz Investment Advisory Services Llc

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CBIZ MHM Private Equity Practice Group

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$123 Billion Assets Under Management

As of 26th April 2022, Cbiz Investment Advisory Servicess top holding is 2,787,314 shares of Vanguard Index Fds currently worth over $563 million and making up 45.7% of the portfolio value.In addition, the fund holds 4,704,461 shares of Vanguard Intl Equity Index F worth $271 million.The third-largest holding is Vanguard Bd Index Fds worth $178 million and the next is Ishares Tr worth $116 million, with 1,053,733 shares owned.Currently, Cbiz Investment Advisory Services’s portfolio is worth at least $1.23 billion. The total portfolio value may be much higher due to cashassets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Jeffrey M Hugo Aif Clu Chfc Cebsvice President

Jeffrey M. Hugo is Vice President and Co-Founder of CBIZ InR Advisory Services, a Registered Investment Advisory Firm headquartered in Media, PA, providing retirement plan investment advisory services since 1992 and serving over 300 clients with assets exceeding $800 million. As Vice President of CBIZ InR, Jeff is the Chief Marketing Officer, where he leads the new product efforts of the firm and is actively involved in client management functions. Jeff is a member of the Investment Committee.

Jeff has over 38 years of experience in the financial services industry. Prior to joining CBIZ InR, Jeff spent 19 years with Nationwide Financial as a Regional Vice President, where he was in charge of the Mid-Atlantic Region. Jeff also spent seven years at AON subsidiaries consulting with plan sponsors.

Jeff is an Accredited Investment Fiduciary . He has received the Chartered Life Underwriter and Chartered Financial Consultant designations from the American College. He also holds the designation of Certified Employee Benefit Specialists awarded by the Wharton School and the International Foundation for Employee Benefit Plans.

Jeff was a founding member and past president of the Philadelphia Chapter of the Certified Employee Benefits Specialists Program. He has taught pension and asset management courses for the American College, Penn State University, and Neumann College.

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Cbiz Investment Advisory Services Named #4 On Barrons List Of Top 100 Institutional Consulting Teams

The annual list highlights the top investment management providers that serve large organizations

CLEVELAND, April 28, 2022—-CBIZ, Inc. today announced that CBIZ Investment Advisory Services, LLC has been ranked #4 by Barron’s in the publications list of the Top 100 Institutional Consulting Teams nationwide. This marks the third consecutive year CBIZ IAS has made the list. Its 2022 ranking is seven positions higher than its placement in 2021.

The 2022 Top 100 Institutional Consulting Teams is an annual listing of the nations top investment management teams which specialize in providing services for large corporations, including pension funds and university endowments. These teams also serve individual investors, many of whom seek institutional-style oversight of their investments. CBIZ IAS is comprised of 65 consultants and 24 analysts who manage more than $68 billion dollars in institutional consulting assets and serve more than 1,500 clients.*

“Our institutional consulting team strives to provide superior service for our clients, and the recognition by Barrons spotlights these efforts and collective work,” said Brian Dean, President, CBIZ Investment Advisory Services. “The CBIZ IAS staff has done outstanding work, especially through the past two years of the pandemic, in meeting its fiduciary responsibilities, aiming to exceed their clients’ needs, and as a result, strengthening those relationships.”

About CBIZ

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The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC andFINRA. To report any data inconsistencies or errors, please contact. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAssetâs profiles.

This page contains links to SmartAssetâs financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria .

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Cbiz Inr Recognized As Approved Fiduciary Investment Advisor In The State Of New Jersey

The firm will provide fiduciary-based investment advice for participants in the states 457 retirement plan offerings

MEDIA, Pa. , a national leading provider of financial, insurance and advisory services, has been approved by the state of New Jersey as a Fiduciary Investment Advisor. Following an extensive review and proposal process, CBIZ InR was appointed as an approved vendor, allowing the states 457 retirement plans the option to engage with the firm as its investment advisor.

To become approved with the state, CBIZ InR presented a program that provides economical, transparent and hands-on individual counseling for municipal employees. CBIZ InR brings an independent approach to delivering these services and remains committed to delivering a comprehensive and dynamic experience for employers and participants across the state while enhancing the level of fiduciary service provided.

CBIZ InR is proud to be an approved retirement plan provider for the state of New Jersey, said Brad Warner , Vice President of CBIZ InR. The states municipal employees are incredibly hard-working individuals and they deserve quality service and comprehensive advice to manage their retirement assets and meet their financial goals.

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

Is Cbiz Investment Advisory Services Also A Broker

Currently CBIZ Investment Advisory Services is also a Broker-Dealer or is affiliated with one. When firms are dual-registered as broker-dealers, they may be subject to compensation-related conflicts of interest, including revenue sharing from mutual funds, cross-selling of commissioned insurance products, and the sale of proprietary investment products. All of these conflicts can negatively impact clients via hidden fees and overall higher costs.

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Does Cbiz Investment Advisory Services Offer Products That Have Performance

When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. For instance, research has shown that mutual funds that use incentive fees take on more risk that funds that do not, and tend to double down and increase their risk following a poor performance. This could be detrimental to a client during down markets.

Bradley P Warnervice President

2 Minutes on AXOS Acquisition of E*TRADE Advisor Services | A& I Financial Services

Brad is a Vice President at CBIZ InR Advisory Services. Brad has extensive experience in the financial industry both on the retail as well as wholesale sides of the business. Most recently, Brad worked with with an investment advisory services firm as a Vice President of Retirement Plans. Brad previously was a Vice President at Merrill Lynch Employer Plan/Wealth Management Specialist.

Brad is a graduate of Stockton University.

Portfolio Value

Industry

Latest Holdings, Performance, AUM

CBIZ Investment Advisory Services, LLChas disclosed 21 total holdings in their latest SEC filings.Most recent portfolio value is calculated to be $ 1,231,232,000 USD.Actual Assets Under Management is this value plus cash .CBIZ Investment Advisory Services, LLC’s top holdings areVanguard 500 Index Fund ,Vanguard FTSE All-World ex-US Index Fund ,Vanguard Total Bond Market Index Fund ,iShares Select Dividend ETF ,andVanguard Russell 2000 Index Fund .CBIZ Investment Advisory Services, LLC’s new positions includeiShares Select Dividend ETF ,Vanguard Russell 2000 Index Fund ,SPDR S & P 600 Small Cap Growth ETF ,Amazon.com, Inc. ,andAlphabet Inc. Class C .

Michael B Glackin Aif Cfppresident

Michael Glackin is President and Co-Founder of CBIZ InR Advisory Services, a Registered Investment Advisory Firm headquartered in Media, PA, providing retirement plan investment advisory services since 1992 and serving over 300 clients with assets exceeding $800 million. As President of CBIZ InR, Mike manages the firm, handling the staffing, compliance, trading, and client management functions and is actively involved in new business development. Mike is the Chairman of the Investment Committee.

Mike has over 26 years of experience in the financial services industry.

Mike is an Accredited Investment Fiduciary and a Certified Financial Planner . He was named a 5 Star Wealth Manager by Five Star Professional in 2013, 2014, 2015 and 2016. The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry, conducting in-depth, market-specific research in more than 45 markets across the United States and Canada to identify premium service professionals. Mike is also certified by Dalbar and is qualified to assume the responsibilities of an ERISA 3 Advisor.

Mike is a graduate of Widener University where he received a Bachelor of Science in Business Administration.

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What Kind Of Clients Brian Edward Dean Serves

The firm provides services to individuals, charitable organizations, high net worth individuals, banking or thrift institutions, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Brian Edward Dean is pension and profit sharing plans with 164 clients and $978.96 million of assets under management. Among the 9 most similar advisory firms, Cbiz Investment Advisory Services has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $2.01 billion for 929 clients that can include trusts, estates, and 401 plans and IRAs of individuals and their family members. None of the firms clients are foreign persons or businesses.

Cbiz Investment Advisory Services doesn’t advise any private funds.

Chris Brown Investment Strategy

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Cbiz Investment Advisory Servicess portfolio is diversified across 6 sectors.Currently, their heaviest sector is Consumer Discretionary making up 0.3% ofthe total portfolio value.The fund focuses on investments in the United States as42.9% of the portfolio companiesare based in the United States.The majority of the companies in the funds portfolio are large-cap stocks.Stocks with a size of more than $10 billion in market cap make up43% of the total holdings value.On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.The average market cap of the portfolio companies is close to $917 billion.

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The Annual List Highlights The Top Investment Management Providers That Serve Large Organizations

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The MarketWatch News Department was not involved in the creation of this content.

CLEVELAND, –CBIZ, Inc. today announced that CBIZ Investment Advisory Services, LLC has been ranked #4 by Barron’s in the publications list of the Top 100 Institutional Consulting Teams nationwide. This marks the third consecutive year CBIZ IAS has made the list. Its 2022 ranking is seven positions higher than its placement in 2021.

Our institutional consulting team strives to provide superior service for our clients, and the recognition by Barrons spotlights these efforts and collective work, said Brian Dean, President, CBIZ Investment Advisory Services. The CBIZ IAS staff has done outstanding work, especially through the past two years of the pandemic, in meeting its fiduciary responsibilities, aiming to exceed their clients’ needs, and as a result, strengthening those relationships.

About CBIZ

What Is The Historical Performance Of Cbiz Investment Advisory Services

The SEC, nor FINRA, tracks portfolio performance metrics for the financial planning industry. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Financial plans and investment portfolios are always unique to the client’s personal financial situation.

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Francine M Glackin Operations Manager

Francine has been with CBIZ InR since its inception in 1992. Fran is the Director of Human Resources as well as the compliance and legal liaison for the firm. Fran oversees the sales and administrative departments in all aspects of sales and production. Fran is securities registered and insurance licensed. Fran is also a Notary Public for the Commonwealth of PA.

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Sometimes a big firm may not be able to give you the one-on-one service that you need. That’s where we come in to help match you with great personal financial advisors.

Cbiz Investment Advisory Services, LLC does not have any disclosures.

Please visit its Form ADV for more details.

Cbiz Investment Advisory Services, LLC is registered in the following states:

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What Services Can Cbiz Investment Advisory Services Provide

As a financial advisory firm, CBIZ Investment Advisory Services can provide a variety of financial planning services for Americans. Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio .Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance.

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Careers At Cbiz Investment Advisory Services Llc

The company employs 55 people that are either part- or full-time employees. 69 percent of the employees work as investment advisers or researchers. 38 employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees dont receive compensation from other entities for client referrals.

Brian Edward Dean has been acting as President since 1 Sep 2016. Kathryn Hale Louttit joined the executive team most recently as the Executive Representative And Chief Compliance Officer.

Missy Martintrader And Technology Liaison

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Missy Martin is CBIZ InR Advisory’s Trader and Technology Liaison. Missy is responsible for trading, documentation, and account rebalancing of CBIZ InRs municipal clients and individual clients. Missy is a member of CBIZ InR Advisorys Investment Committee.

As CBIZ InRs technology liaison, Missy works with CBIZ InRs technology partners such as TD Ameritrade, Redtail, Riskalyze and Morningstar. Prior to joining CBIZ InR in 2014, Missy has spent over 25 years in the investment advisory business at Merrill Lynch Capital Markets, Instinet Corporation, Argos Partners and Ascendant Capital Partners.

Missy is a graduate of St. Josephs University.

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com’.

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Jobs At Cbiz Investment Advisory Services Llc

Check out CBIZ Investment Advisory Services, LLC job postings to help you identifyhow fast CBIZ Investment Advisory Services, LLC is growing, and determine how their purchase behavioris going to change over the next few weeks.

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Which Securities Does Cbiz Investment Advisory Services Trade For Itself That It Will Also Be Recommending To Me

CBIZ Investment Advisory Services has marked in their disclosures that they trade recommended securities. While this often can be seen as “eating your own cooking,” there are several inherent conflicts that can arise. For example, front running is when a financial professional buys or sell securities ahead of their client. In short, any financial professional should disclose all positions they hold that they will also be recommending to you.

Our system found no other conflict questions to ask. Checks take place monthly.

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Where Is Cbiz Investment Advisory Services Headquartered Which States Do Its Financial Advisors Serve

CBIZ Investment Advisory Services is headquartered in Cleveland, OH and currently serves in 44 states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, Wisconsin, Wyoming.