DiMeo Schneider & Associates, L.L.C. opened its doors on May 1, 1995 to provide unparalleled, conflict-free investment consulting services. Our clients include retirement plan sponsors, private institutions, nonprofit organizations, and affluent families. The hallmarks of our firm are simple:
Help Clients Prosper
Backed by years of experience, our goal is to help clients develop a framework for success. This can mean improved performance, reduced expenses, or assistance in satisfying fiduciary and stewardship responsibilities.
Place Clients' Interests First
We promise objective, impartial advice. We do not sell investments or receive commissions. Nor do we charge money managers or vendors to be included in our database.
Provide Straightforward Advice
Our seasoned professionals hold advanced certifications and degrees, but it’s our ability to communicate with clients that sets us apart. First we listen. Then we offer meaningful recommendations in a proactive, timely manner.
Practical Intellectual Capital
Our research is practical. We strive to improve returns, reduce risk, or both. Equipped with leading-edge proprietary tools like our Frontier Engineer™ and Portfolio Engineer™, we provide practical solutions for complex issues.
Our unique and substantial commitment to clients is backed by an unconditional service guarantee. We would like to be your valuable resource and welcome the opportunity to prove ourselves.
Specialties
Asset Allocation, Manager Research, Performance Evaluation, Risk Reduction
New hires at DiMeo Schneider & Associates
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Institutional Consultant
Came from...
University of Wisconsin Foundation, Investment Analyst
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