March Madness Results

What to Expect at Upcoming Institutional Client Meetings

Principal, Matt Porter, shares thoughts on what to expect at upcoming meetings.

What to Expect

Recent Promotions

Brian Carlson and Jim Jensen to Firm Principals

Jessica Ludwig to Associate Director of Institutional Consulting

Jenna Friedman to Marketing Manager

Joe Scime to Senior Consultant, The Wealth Office

Christopher Aluce to Research Analyst

Dimeo Schneider Research & Resources

2015 Financial Planning Considerations

2015 Economic & Market Update

Offense & Defense – The Role of Diversification

View WebEx

DiMeo Schneider News

March Madness Results

What to Expect at Upcoming Institutional Client Meetings

Principal, Matt Porter, shares thoughts on what to expect at upcoming meetings.

What to Expect

Upcoming Events

  1. ERISA Workshop – What Plan Sponsors Should Think About Now

    April 21 @ 12:00 pm - 2:00 pm
  2. Southwest Benefits Association Annual Conference

    May 13 @ 8:00 am - May 15 @ 5:00 pm
  3. NACUBO 2015 Annual Meeting

    July 19 @ 8:00 am - July 21 @ 5:00 pm

Research & Resources

2015 Financial Planning Considerations

2015 Economic & Market Update

Offense & Defense – The Role of Diversification

View WebEx

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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