About Us

About Us

Advising on assets surpassing $55 billion as of December 2014, DiMeo Schneider & Associates, L.L.C. is a leading investment consulting firm located in Chicago, Illinois. Bob DiMeo and Bill Schneider directed Kidder Peabody’s investment consulting effort in the Midwest and, in 1995, they and five colleagues launched DiMeo Schneider & Associates, L.L.C. With a tight-knit team of accredited and caring professionals, the firm has grown steadily to over 60 professionals including 30 Consultants, over 25 performance and research analysts and 11 partners.

Hallmarks of the firm include:

  • Helping Clients Prosper
  • Placing Clients’ Interests First
  • Providing Straightforward Advice
  • Practical Intellectual Capital

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Advising on assets surpassing $55 billion, DiMeo Schneider & Associates, L.L.C. is a leading investment consulting firm located in Chicago, Illinois. Bob DiMeo and Bill Schneider directed Kidder Peabody’s investment consulting effort in the Midwest and, in 1995, they and five colleagues launched DiMeo Schneider & Associates, L.L.C.

With a tight-knit team of accredited and caring professionals, the firm has grown steadily to over 60 professionals including 30 Consultants, over 25 performance and research analysts and 9 partners.

Hallmarks of the firm include:

  • Helping Clients Prosper
  • Placing Clients’ Interests First
  • Providing Straightforward Advice
  • Practical Intellectual Capital

Signup for our newsletters

Our professionals use exclusive proprietary tools

Frontier Engineer Proprietary Tool

Frontier Engineer™

While recent market turmoil has made “non-normal” returns a popular topic, our proprietary Frontier Engineer™ was developed years ago to help clients better understand “fat-tail” events. Nobel Prize winner Dr. Harry Markowitz created a method for determining optimal portfolio allocations in the 1950’s. The Frontier Engineer™ improves upon Markowitz’s framework by incorporating “forecast uncertainty.” Furthermore, it reduces the consequences of estimation error and creates practical, battle tested asset allocation output. Frontier Engineer™ portfolios tend to be more broadly diversified and intuitively appealing. We intend to offer better risk adjusted return profiles.

Portfolio Engineer Proprietary Tool

Portfolio Engineer™

Investors often adopt arbitrary strategies when rebalancing portfolios, which can lead to unpleasant side effects. The Portfolio Engineer™ mitigates these issues by creating an objective, systematic and prudent process for determining when a portfolio should be rebalanced. As a result, rebalancing is performed less frequently, producing savings on implicit and explicit trading costs. The goal of The Portfolio Engineer™ is to generate excess risk-adjusted returns compared to other traditional rebalancing methods.

The firm’s professionals continually provide relevant research and resources to clients including four co-authored books:

DiMeo Schneider & Associates, L.L.C. serves a broad range of clients. The firm currently advises hundreds of institutions (including corporations, hospitals, schools, charities and associations) and affluent families. Our clients benefit from a wide array of resources such as Knowledge College, our Financial Institute, industry specific client-centered events, Market Commentaries and Newsletters. Our professionals use exclusive proprietary tools such as the Frontier Engineer™ and the Portfolio Engineer™ to develop optimal solutions for clients. All this uniquely positions us to provide investment consulting in a cost-effective fashion.

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