Hallmarks of the firm include:
- Helping Clients Prosper
- Placing Clients' Interests First
- Providing Straightforward Advice
- Practical Intellectual Capital
Advising on assets surpassing $50 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.
- 29 Consultants
- 16 Performance and Research Analysts
- 8 Partners
The firm’s professionals continually provide relevant research and resources to clients including four co-authored books Designing a 401(k) Plan (Probus Publishing), Asset Management for Endowments & Foundations (McGraw Hill), The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons) and Nonprofit Asset Management (John Wiley & Sons).
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
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
superior, conflict-free investment consulting in a cost-effective fashion.
At DiMeo Schneider & Associates, L.L.C., we’re passionate about understanding your unique situation and your goals. Our “go-the-extra-mile” service guarantee is represented by our bright, caring professionals who put you, the client, first.