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DiMeo Schneider & Associates

Mission-Aligned Investing™

DiMeo Schneider recognizes organizations and individuals have the capacity and desire to do more. Our Mission-Aligned Investing™ services provide a holistic approach to help balance the need of optimal returns with making a difference. We’ll work with you to construct an investment framework aligned with your financial goals and designed to meet the performance characteristics of traditional investments.

Our Approach

We recognize organizations and individuals have the capacity and desire to do more. Our Mission-Aligned Investing™ services provide a holistic approach to help balance the desire for optimal returns with making a difference. We work with you to construct an investment framework aligned with your financial goals and designed to meet the performance characteristics of traditional investments.

As investors look to use their capital to make a difference, the landscape of Mission-Aligned Investing™ continues to evolve from exclusionary screens to solutions with sustainable outcomes. We use our experience and proprietary research to integrate SRI screens, ESG ratings along with Impact Investing opportunities. We can help guide individuals and organizations along the entire continuum – from awareness, to stated intentions, to implementation. Whether your motivation is environmental, social or governance, we prioritize developing tailored investments solutions in harmony with your mission.

Whether your motivation is environmental, social or governance, we prioritize developing tailored investments solutions in harmony with your mission.

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