Members of a charity’s investment committee know first-hand that their decisions have a crucial impact on the organization’s financial future. From achieving an appropriate risk/return profile to navigating fiduciary duties, plenty of challenges exist.

At DiMeo Schneider & Associates, L.L.C. we are committed to helping board and committee members perform as responsible financial stewards for the organizations they care about most. We strive to help you improve performance and reduce costs with our straightforward advice and commitment to empowering our clients with knowledge. Our firm acts as an extension of your staff, adding continuity to your committee and educating its members. From strategic long-term funds to cash reserves, we can help you create an effective investment strategy suited to meet your present and future goals.

Contact Bob DiMeo, Principal, for more information.