Overview

For Retirement Plan Sponsors

For Nonprofit Organizations

For Wealthy Families

Overview

Consulting services from DiMeo Schneider & Associates, L.L.C. are grounded in the tenets of portfolio theory combined with pragmatic understanding based on extensive Wall Street experience. Our consultants are highly trained and well educated; many hold CFA, CIMA, CIMC, CFP designations, or MBA degrees. Many have worked for money managers earlier in their careers. We understand the theory and we understand the practice. Our professionals use technology that we believe is on the leading edge, including proprietary software such as The Frontier Engineer™ and The Portfolio Engineer™, to develop optimal solutions for our clients. All this uniquely positions us to provide superior, objective investment consulting in cost-effective fashion.

The firm provides customized investment advice:

For Retirement Plan Sponsors
For Nonprofit Organizations
For Wealthy Families