
Our services for educational clients include:
- CIOutsource™
- Investment Policy Statements
- Best Practices & Benchmarking
- Fiduciary Report Cards
- Asset Allocation
- Spending Policy Analysis Manager / Fund Search
- Ongoing Performance Evaluation
- Committee Education
- Electronic Retention of Meeting Notes
- Vendor / Trustee Search
- Fee Analysis
- Socially Responsible Investment Analysis
Rising costs, cuts in financial aid, decreased enrollment, and increased accountability
are just a few of the challenges educational institutions face today. Whether you
are a trustee of an endowment or foundation at a small private school or large university,
you know what it means to perform a financial balancing act. You are responsible
for meeting the urgent needs of today, while also preparing for the uncertain demands
of tomorrow.
At DiMeo Schneider & Associates, L.L.C. we help clients prosper by providing conflict-free,
prudently progressive, and straightforward advice. We help establish sustainable
spending policies and to educate committee members in becoming responsible stewards,
providing the necessary tools to improve performance and reduce costs. We view ourselves
as an extension of your team. We listen to your needs and customize a plan capable
of meeting your present needs while preserving your legacy for the future.
Contact Bob DiMeo, Principal, for
more information.