Overview

For Retirement Plan Sponsors

For Nonprofit Organizations

For Wealthy Families

For Nonprofit Organizations

Nonprofit organizations have many of the same challenges as retirement plan sponsors. They also need to formulate a sustainable spending policy that incorporates expected fund raising and investment returns.

We help clients improve all areas of fund management by providing services that include:

• Goal Setting & Investment Policy Development
• Spending Policy Analysis
• Cost/Benefit Analysis
• Asset Allocation Studies
• Investment Manager/Fund Search
• Administration/Trustee Search
• Fee Analysis & Negotiation
• Performance Evaluation

Please contact Bill Schneider at wschneider@dimeoschneider.com for more information on our firm's services.