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DiMeo Schneider & Associates

Discretionary Services

With nearly a quarter century of experience working with nonprofit organizations, retirement plans, healthcare systems and other investment pools, we understand the landscape you’re asked to navigate. Our flexible discretionary solution allows you to choose the amount of delegation you desire so you can focus more on high priority issues while leaving investment decisions and implementation to us. We intend to help you prosper.

    Whatever our discretionary role, we aim to provide a prudently progressive approach that increases the likelihood of achieving your goals with less risk and burden.
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Our Services

DiMeo Schneider provides the peace of mind that comes with knowing that our dedicated discretionary team takes a tailored approach to implementing thoughtful investment decisions on your behalf. Our proprietary tools enable us to seek long-term outcomes while mitigating short-term threats and opportunities. This integrated approach combines our best long-term thinking to capture fundamental and macro trends while at the same time allowing the flexibility to thoughtfully adapt portfolios to short-term market shifts.

Our discretionary or delegated services provide access to investment ideas and improved access through our global public markets, alternative investments and private markets proprietary research. At DiMeo Schneider, more than 35 skilled and credentialed professionals source and evaluate potential investments. You’ll experience a customized and pragmatic approach designed to determine appropriate opportunities for you and your investment program.

No matter the organization or investment pool, we customize and structure our investment and administrative services with the goal of helping you improve results. As market dynamics change, we can quickly respond on your behalf. We understand timing, quicker implementation and execution matter when dealing with complex capital markets. A prudently progressive approach should provide your investment program a better probability of achieving your goals while alleviating fiduciary and administrative burden. Whatever our role, the goal remains the same: to help you prosper by delivering timely and effective investment services.

A prudently progressive approach should provide a better probability of achieving your goals with less risk and burden.

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