Find Us Investor Relations Career Home About Us Accounting & Tax Insurance & HR Advisory Insights Virtual Investor Day Foundation and Endowment Resources Home / Insurance & HR / Services / Retirement & Investment Solutions / Foundation And Endowment Resources The Retirement & Investment Solutions practice of CBIZ understands that balancing an organization’s investment and cash flow goals can be a challenge for the members of an Endowment or Foundation Committee. We believe establishing the appropriate spending policy methodology that aligns with the organization’s objectives is an important step toward developing the long-term success of an endowment or foundation. Our team of professionals combines our research, technology, and services to meet the unique investment and reporting needs of each client. We offer active and passive strategies utilizing exchange traded funds, mutual funds and separately managed accounts. Our platform delivers solutions that fit the unique needs of clients through internal and external strategies managed by various firms that have demonstrated the ability to add value in select categories. Related Content About Us Plan Sponsor Resources Retiree Readiness Connect with a Consultant 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. For important disclosures please click here. Your Team is always ready, no matter what you need. Connect with an expert today. Connect with Us Privacy Policy | Terms & Conditions | Legal Disclaimer | Help Copyright 2021 By CBIZ, Inc.