
Our services for healthcare 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
The healthcare industry is under tremendous pressure, threatened by heightened regulatory
scrutiny and increasing litigation. Organizations face a number of financial challenges
and are often expected to demonstrate expertise in overseeing retirement plans,
capital reserves, and even self-insurance funds. Retirement plans must satisfy the
needs of various employees ranging from hourly workers to highly-trained medical
professionals. Furthermore, a different group of fiduciaries may oversee each pool
of funds, often with inconsistent or divergent philosophies and strategies. On top
of all this, fiduciary standards may hold you personally accountable for imprudent
decision-making.
At DiMeo Schneider & Associates, L.L.C. we strive to help your organization manage
risk, improve performance and reduce expenses. Our approach deeply integrates your
goals with your 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. Placing your interests
first, our highly experienced professionals deliver straightforward advice to help
you achieve your goals.
Contact Matt Porter, Principal,
for more information.