Who really has your best interests in mind?
DiMeo Schneider & Associates, L.L.C
is founded on May 1st.
Designing a 401(k) Plan is published
by Probus Publishing.
Asset Management for Endowments & Foundations
is published by McGraw Hill.
Our proprietary Portfolio Engineer™
Rebalancing software is developed.
Our proprietary Frontier Engineer™
Asset Allocation software is developed.
Our proprietary Liability Engineer™
Pension Liability Matching software is developed.
The Practical Guide to
Managing Nonprofit Assets
is published by
John Wiley & Sons.
Our proprietary Three Levers exercise is developed.
The Three Levers exercise is arguably the most important task when developing investment policies. The exercise quantifies objectives and any constraints while taking into account inflows, outflows and required returns. It seeks to develop policy targets around a desired return versus the willingness and ability to assume risk.
Nonprofit Asset Management
is published by John Wiley & Sons.
We surpassed $50 billion
in assets under advisement as of September 30, 2013.
We grew to nine partners.
20 years as a firm.
We acquired ORION Investment Advisors
in Washington, DC area and opened
a new office in Austin, Texas,
expanding to three offices nationwide.
$75 billion in assets as of December 31, 2017.
We grew to 13 partners and opened
a fourth office in Boston, Massachusetts.