Like most nonprofits, associations face a series of spending and investment policy challenges that, if managed improperly, can significantly hinder the organization’s ability to flourish. Volunteer boards must balance the urgent needs of today with the uncertain demands of tomorrow. Our team of credentialed associates offers practical, unbiased advice and knowledge. We can provide your volunteer board with the critical financial advisory experience necessary to help achieve a prosperous future.

At DiMeo Schneider & Associates, L.L.C. we pride ourselves on providing straightforward advice for Associations and other nonprofits. Our seasoned team of professionals can help manage every part of your investment program. From strategic long-term funds to cash reserves, we help you develop an effective investment policy. Our firm acts as an extension of your staff, adding continuity to your committee and educating its members on how to improve performance, reduce costs, and act as responsible stewards.

Contact Doug Balsam, Principal, for more information.