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DiMeo Schneider & Associates
Services Retirement Plans Nonprofits Private Clients Financial Institutions Discretionary Mission- Aligned Services

Services To Plan
For Your Future

Retirement Plans

Innovative strategies help better participant outcomes, reduce expenses and improve performance. We intend to help you achieve your goals with less time, cost and burden all while acting as a prudent fiduciary. Learn more about our 401(k), Pension, 403(b) and Taft-Hartley services.

Nonprofit Organizations

Nonprofits face an array of overwhelming challenges in advancing their mission including setting effective spending and investment policies and navigating highly volatile markets. Staff and volunteer boards require access to practical research, diverse investment managers and innovative strategies to reduce risk. We aim to help you prosper.

Private Clients

Significant wealth can create significant opportunities – and significant challenges. At DiMeo Schneider we seek to discover what's important to you so we can create a tailored financial strategy intended to help clients prosper. We extend a full range of investment consulting services to affluent families, corporate executives and business owners. By listening closely to our clients, we gain an understanding of their objectives and begin the thoughtful process down the path towards reaching their goals for today and the future.

Financial Institutions

Professionals at financial institutions are often pressed for time and resources, trying to meet the expectations of their clients while also attempting to grow their own business practice. How do you conduct research and uncover innovative investment strategies? How extensive and timely is your investment manager research? Is your due diligence process sufficient in this litigious environment? We have solutions.

Discretionary Services

Whether you oversee investment decisions for a nonprofit organization, retirement plan, healthcare system, or other investment pool, we understand you must navigate many challenges. Our intent is to help you prosper! Delegating investment decisions enables you to leverage DiMeo Schneider’s resources and expertise. We begin by gaining a profound understanding of your objectives and then develop customized portfolios, manage implementation and day-to-day oversight and assume discretion over all or some of the investment responsibilities. We serve as an extension of your staff so you can focus on strategic decisions while knowing you’re acting as a prudent steward.

Mission-Aligned Investing™

Institutional and individual investors often seek the highest possible returns to achieve their goals, at times developing a single-minded focus. But today’s investors can place additional emphasis on being good citizens and solving societal challenges. Our Mission-Aligned Investing™ is a way to help balance the desire for optimal returns with making a difference.

Ready to Get Started
With Us?