Nonprofits face an array of overwhelming challenges. Complexities include setting effective spending and investment policies, navigating highly volatile markets, and avoiding outright fraud. Volunteer boards need access to practical research, a diverse group of investment managers, and innovative strategies to reduce risk.

Our approach deeply integrates your required spending with the actual investment allocation. We differentiate ourselves by engaging in spirited discussions with board and committee members to ensure that all parties take an “eyes wide open” approach to investment decisions. We seek to help you fulfill your stewardship responsibilities while improving performance and reducing expenses.

At DiMeo Schneider & Associates, L.L.C. we help clients manage the impact of each of the “Three Levers” that determine your investment policy: inflows, outflows and required returns. We believe our ability to effectively assist nonprofits is second to none. In fact, we wrote the book on the subject: The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons).

Contact Bob DiMeo, Principal, for more information.