Top 40 Worldwide Consulting Firms

- Pensions & Investments, November 2014
Ranked by institutional assets under advisement as of June 2014

Solutions for Retirement Plans Solutions for Private Clients Solutions for Nonprofits

Top 10 Consultants

- PLANSPONSOR®, September 2010
Ranked by number of reported endowment and
foundation consulting clients as of March 2010

Solutions for Retirement Plans Solutions for Private Clients Solutions for Nonprofits

DiMeo Schneider & Associates, L.L.C.Helping
Clients Prosper

By placing their interests first while
providing straightforward advice
built on practical intellectual capital

Solutions for Retirement Plans Solutions for Private Clients Solutions for Nonprofits

2015 Fourth Quarter Considerations

Top 20 RIA Financial Advisor

- “RIA Survey & Ranking 2015,”
Financial Advisor, July 2015, Based on year-end 2014 total assets

Solutions for Retirement Plans Solutions for Private Clients Solutions for Nonprofits

In a Shifting Rate Environment, Advisors Question Bonds

Read Managing Director, Bob DiMeo’s comments on the current rate environment in Financial Planning’s In

Loss of DC Assets Deals Another Blow to Active Managers

Principal and Director of Institutional Consulting, Doug Balsam, discusses active vs. passive management in Defined

Recent Promotions & Hires

Bill Parker, Senior Consultant, The Wealth Office™

Brian Rooke, Senior Performance Analyst

Curt Lawhorn, Senior Alternative Investment Research Analyst

Megan Koory, Senior Performance Analyst

Rich Thomas, Chief Financial Officer

Steve Dufault, Defined Contribution Practice Leader

Dimeo Schneider Research & Resources

Asia Update 2016

2016 Essential Market Update

2015 Fourth Quarter Knowledge College

DiMeo Schneider News

In a Shifting Rate Environment, Advisors Question Bonds

Read Managing Director, Bob DiMeo’s comments on the current rate environment in Financial Planning’s In

Loss of DC Assets Deals Another Blow to Active Managers

Principal and Director of Institutional Consulting, Doug Balsam, discusses active vs. passive management in Defined

Upcoming Events

Research & Resources

Asia Update 2016

2016 Essential Market Update

2015 Fourth Quarter Knowledge College

DiMeo Schneider & Associates, L.L.C. opened its doors on May 1, 1995 to provide unparalleled 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
  • Place Clients’ Interests First
  • Provide Straightforward Advice
  • Practical Intellectual Capital

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