We help clients improve all areas of portfolio management by providing services
that include:
- CIOutsource™
- Cash Flow Projection
- Tax Efficiency Analysis
- Philanthropic Gifting Analysis
- Asset Allocation Studies
- Investment Policy Review / Development
- Investment Manager / Fund Search
- Fee Analysis & Negotiation
- Ongoing Performance Evaluation
- Portfolio Rebalancing Analysis
- Estate Liability Analysis
- Fiduciary Report Cards
- Electronic Retention of Meeting Notes
- Custodial Search
- Gifting Programs
DiMeo Schneider & Associates, L.L.C. extends a full range of investment consulting
services to affluent families, corporate executives, business owners, and financial
institutions. By listening closely to our private clients, we are able to understand
their objectives and help them take thoughtful steps towards reaching their goals.
Our conflict-free advice and intellectual capital differentiate us. Most firms are
geared toward collecting data, analyzing statistics, and evaluating historical results;
this assortment of information is valuable in showing clients how they’ve done
but fails to guide them towards improving performance. At DiMeo Schneider & Associates,
L.L.C. we not only keep you abreast of how you’re doing, but concentrate
on helping you do better.
Contact Mike Benoit, Principal,
for more information.