About Us

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.

With a tight-knit team of accredited and caring professionals, the firm has grown steadily to over 60 professionals

  • 29 Consultants
  • 25+ Performance and Research Analysts
  • 9 Active 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 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 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. 

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.

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.