Financial Institutions

Financial Institutions

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?

DiMeo Schneider & Associates, L.L.C. provides robust research on investment managers, asset allocation strategies, financial market trends and other topical issues while incorporating proprietary tools such as our Frontier Engineer™ and Portfolio Engineer™. More importantly, we help financial institutions gain a deep understanding of their objectives and how best to serve their clients. We appreciate that any successful offering must not only be high quality, but also incorporate effective client communication and be profitable to the institution. We “get it” and use our expertise to create and negotiate effectively on our client’s behalf.

Our solutions are tailored to the unique needs of you and your clients. Leveraging the same analytical tools we use with our large institutional clients and private families, financial institutions gain access to a broad range of investment options. In doing so, they (as well as their clients) receive practical, impartial advice necessary in achieving a prosperous future.

  • Asset Allocation Studies
  • Investment Policy Review/Development
  • Investment Manager/Fund Search
  • Tax Efficiency Analysis
  • Fee Analysis & Negotiation
  • Ongoing Performance Evaluation
  • Timely Flash Memos & Updates
  • Portfolio Rebalancing
  • Compliance Support
  • Custodial & Vendor Searches
  • Best Practices & Benchmarking
  • Enhanced Marketing and Communication
  • New Business Case Support
  • Partnership on Large Opportunities

WATCH OUR FINANCIAL INSTITUTIONS VIDEOS