Cbiz investment advisory services named #4 on barron’s list of top 100 institutional consulting teams
Cleveland--(business wire)--cbiz, inc. (nyse: cbz) today announced that cbiz investment advisory services, llc (cbiz ias) has been ranked #4 by barron's in the publication’s 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 nation’s 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 barron’s 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.” *please see the form adv for cbiz investment advisory services, llc, a registered investment adviser, at www.adviserinfo.sec.gov. about cbiz cbiz, inc. is a leading provider of financial, insurance and advisory services to businesses throughout the united states. financial services include accounting, tax, government health care consulting, transaction advisory, risk advisory, investment advisory, and valuation services. insurance services include employee benefits consulting, retirement plan consulting, property and casualty insurance, payroll, and human capital consulting. with more than 100 company offices in 31 states, cbiz is one of the largest accounting and insurance brokerage providers in the u.s. for more information, visit www.cbiz.com.
CBZ Ratings Summary
CBZ Quant Ranking
You've reached your free article limit.
Want To Read More Articles?
See what it all means for your stocks with premium tools
Stockprices is a weekly video covering what moved markets
this week, featuring a panel of Stockprices editors. It is published by the
close of trading on Fridays. Hosted by Nathaniel E. Baker, contributing editor,
and featuring: Aaron Task, VP Contributor Content and co-host Stockprices's Alpha
Trader podcast; Brad Olesen, VP News; Steve Alpher, Managing Editor News, co-host
Alpha Trader.
Unsubscribe From All
You successfully activated
“Only Essentials”
Confirm Upgrade
Your subscription will be moved to the annual plan. Service will automatically renew unless cancelled. No Refunds. Click upgrade to confirm.
Stockprices uses Plaid to connect you account
Connect effortlessly
Plaid lets you securely connect your financial accounts in seconds
Your data belongs to you
Plaid doesn't sell personal info, and will only use it with your permission