CBIZ Investment Advisory Services Named #3 on Barron’s List of Top 100 Institutional Consulting Teams
The annual list highlights the top investment management providers that serve large organizations
The 2023 Top 100 Institutional Consulting Teams is an annual listing of the nation’s top investment management teams that 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. Barron’s rankings serve as an industry scorecard and are based on a 102-question survey that is verified using regulatory databases and then based on a ranking formula based on assets, revenue and quality of practice. More detailed information on the methodology can be found on Barron’s website.
“I am proud of our institutional consulting team. They continually strive to deliver consistent results to clients and help them navigate the economic and investment challenges of the day,” said
CBIZ IAS is comprised of 66 consultants and 18 analysts who manage more than
*Please see the Form ADV for
Investment advisory services provided through
The rankings for Barron's Top Institutional Consulting Teams are compiled based on a set of data supplied by the advisers. Barron's verifies this data and applies their rankings formula to generate a ranking based on assets, revenue, and quality of practice.
View source version on businesswire.com: https://www.businesswire.com/news/home/20230425006070/en/
Director of Business Development, CBIZ Investment Advisory Services