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DiMeo Schneider & Associates

Why Choose
DiMeo Schneider

Our efforts center on the distinct purpose of helping clients prosper. This begins by providing advice that addresses your unique concerns, obligations and goals. Some important ways clients benefit from working with us include:

  • Extensive client engagement with bespoke services crafted to meet your unique requirements
  • Integrated approach to asset allocation combining both strategic and opportunistic implementation,
    which we believe increases the likelihood of investment success
  • Proprietary due diligence in sourcing and evaluating traditional investments, private markets,
    hedge funds and real assets leading to a customized, pragmatic portfolio
  • Innovative approach to portfolio rebalancing while assessing today’s allocation
    relative to strategic return and risk budgets
  • Discretionary services enabling clients to spend less time and money on oversight
    and administration and more time on their priorities
  • Greater peace of mind accompanies working with an advisor who acknowledges their role as a fiduciary
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A Fiduciary Obligation To
Put Your Interests First

Who really has your best interests in mind?

Proprietary Tools Intended to
Improve the Overall Risk/Return
of Your Investment Portfolio

We Provide
Trusted Insights

Hundreds of retirement plans, nonprofits, private clients and financial institutions benefit from our professionals' relevant research and propriety tools to create a tailored investment solution.

  • 1995

    1995

    DiMeo Schneider & Associates, L.L.C
    is founded on May 1st.

  • 1996

    1996

    Designing a 401(k) Plan is published
    by Probus Publishing.

  • 1997

    1997

    Asset Management for Endowments & Foundations
    is published by McGraw Hill.

  • 2001

    2001

    Our proprietary Portfolio Engineer™
    Rebalancing software is developed.

  • 2002

    2002

    Our proprietary Frontier Engineer™
    Asset Allocation software is developed.

  • 2004

    2004

    Our proprietary Liability Engineer™
    Pension Liability Matching software is developed.

  • 2005

    2005

    The Practical Guide to
    Managing Nonprofit Assets

    is published by
    John Wiley & Sons.

  • 2009

    2009

    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.

  • 2012

    2012

    Nonprofit Asset Management
    is published by John Wiley & Sons.

  • 2013

    2013

    We surpassed $50 billion
    in assets under advisement as of September 30, 2013.

  • 2014

    2014

    We grew to nine partners.

  • 2015

    2015

    We celebrated
    20 years as a firm.

  • 2016

    2016

    We acquired ORION Investment Advisors
    in Washington, DC area and opened
    a new office in Austin, Texas,
    expanding to three offices nationwide.

  • 2017

    2017

    We surpassed
    $75 billion in assets as of December 31, 2017.

  • 2018

    2018

    We grew to 13 partners and opened
    a fourth office in Boston, Massachusetts.