Nonprofit Organizations

Nonprofit Organizations

Nonprofits face an array of overwhelming challenges. Complexities include setting effective spending and investment policies, navigating highly volatile markets and avoiding outright fraud. Volunteer boards need access to practical research, a diverse group of investment managers and innovative strategies to reduce risk.

Our approach deeply integrates your required spending with the actual investment allocation. We differentiate ourselves by engaging in spirited discussions with board and committee members to ensure that all parties take an “eyes wide open” approach to investment decisions. We seek to help you fulfill your stewardship responsibilities while improving performance and reducing expenses.

At DiMeo Schneider & Associates, L.L.C. we help clients manage the impact of each of the “Three Levers” that determine your investment policy: inflows, outflows and required returns. We believe our ability to effectively assist nonprofits is second to none. In fact, we wrote the book on the subject: Nonprofit Asset Management: Effective Investment Strategies and Oversight. (John Wiley & Sons).

HEALTHCARE

The healthcare industry is under tremendous pressure, threatened by heightened regulatory scrutiny and increasing litigation. Organizations face a number of financial challenges and are often expected to demonstrate expertise in overseeing retirement plans, capital reserves and even self-insurance funds. Retirement plans must satisfy the needs of various employees ranging from hourly workers to highly-trained medical professionals. Furthermore, a different group of fiduciaries may oversee each pool of funds, often with inconsistent or divergent philosophies and strategies. On top of all this, fiduciary standards may hold you personally accountable for imprudent decision-making.

At DiMeo Schneider & Associates, L.L.C. we strive to help your organization manage risk, improve performance and reduce expenses. Our approach deeply integrates your goals with your actual investment allocation. We differentiate ourselves by engaging in spirited discussions with board and committee members to ensure that all parties take an “eyes wide open” approach to investment decisions. Placing your interests first, our highly experienced professionals deliver straightforward advice to help you achieve your goals.

  • Investment Policy Statements
  • Best Practices & Benchmarking
  • Fiduciary Plan Analysis
  • Asset Allocation
  • Spending Policy Analysis
  • Socially Responsible Investment Analysis
  • CIOutsourceTM
  • Manager / Fund Search
  • Ongoing Performance Evaluation
  • Fiduciary Training
  • Electronic Retention of Meeting Notes
  • Vendor / Trustee Search
  • Fee Analysis

Discretionary

Capital market complexity, budgetary pressures, staff turnover, committee time constraints and concern about fiduciary liability have led many institutions to outsource investment oversight. DiMeo Schneider & Associates’ CIOutsource™ services offer a cost-effective way to access discretionary investment expertise and resources. Our CIOutsource™ services include:

  • Establish objectives and policy
  • Discretion over Plan’s investments
  • Manager selection/termination
  • Asset allocation – The Frontier Engineer™
  • Rebalancing – The Portfolio Engineer™
  • Ongoing performance evaluation
  • Investment Policy Statement
  • Provide documentation
  • Administrative support

EDUCATION

Rising costs, cuts in financial aid, decreased enrollment and increased accountability are just a few of the challenges educational institutions face today. Whether you are a trustee of an endowment or foundation at a small private school or large university, you know what it means to perform a financial balancing act. You are responsible for meeting the urgent needs of today, while also preparing for the uncertain demands of tomorrow.

At DiMeo Schneider & Associates, L.L.C. we help clients prosper by providing prudently progressive and straightforward advice. We help establish sustainable spending policies and educate committee members in becoming responsible stewards, providing the necessary tools to improve performance and reduce costs. We view ourselves as an extension of your team. We listen to your needs and customize a plan capable of meeting your present needs while preserving your legacy for the future.

  • Investment Policy Statements
  • Best Practices & Benchmarking
  • Fiduciary Plan Analysis
  • Asset Allocation
  • Spending Policy Analysis
  • Socially Responsible Investment Analysis
  • CIOutsourceTM
  • Manager / Fund Search
  • On-going Performance Evaluation
  • Fiduciary Training
  • Electronic Retention of Meeting Notes
  • Vendor / Trustee Search
  • Fee Analysis

Discretionary

Capital market complexity, budgetary pressures, staff turnover, committee time constraints and concern about fiduciary liability have led many institutions to outsource investment oversight. DiMeo Schneider & Associates’ CIOutsource™ services offer a cost-effective way to access discretionary investment expertise and resources. Our CIOutsource™ services include:

  • Establish objectives and policy
  • Discretion over Plan’s investments
  • Manager selection/termination
  • Asset allocation – The Frontier Engineer™
  • Rebalancing – The Portfolio Engineer™
  • Ongoing performance evaluation
  • Investment Policy Statement
  • Provide documentation
  • Administrative support

RELIGIOUS INSTITUTIONS

Trustees of religious institutions must act as stewards and strategists all at once. While congregations must meet financial challenges and operate in a profitable, business-like manner, Trustees must still contend with the impact of each of the “three levers” that affect the organization’s funds: inflows, outflows and required investment returns.

At DiMeo Schneider & Associates, L.L.C. we understand your individual concerns; we also understand the concerns of your committee. Under our guidance, we can help you meet these concerns by nurturing healthy stewardship practices. It is our job to help you achieve agreed upon financial goals, while upholding your institution’s core values. Our straightforward expertise can help balance long-term financial goals with short-term budget needs and help you establish a realistic and sustainable spending policy. With decades of experience working directly with religious institutions and other nonprofits, our team of caring associates seeks to help you satisfy stewardship responsibilities, improve performance and reduce costs.

  • Investment Policy Statements
  • Best Practices & Benchmarking
  • Fiduciary Plan Analysis
  • Asset Allocation
  • Spending Policy Analysis
  • Socially Responsible Investment Analysis
  • CIOutsourceTM
  • Manager / Fund Search
  • On-going Performance Evaluation
  • Fiduciary Training
  • Electronic Retention of Meeting Notes
  • Vendor / Trustee Search
  • Fee Analysis

Discretionary

Capital market complexity, budgetary pressures, staff turnover, committee time constraints and concern about fiduciary liability have led many institutions to outsource investment oversight. DiMeo Schneider & Associates’ CIOutsource™ services offer a cost-effective way to access discretionary investment expertise and resources. Our CIOutsource™ services include:

  • Establish objectives and policy
  • Discretion over Plan’s investments
  • Manager selection/termination
  • Asset allocation – The Frontier Engineer™
  • Rebalancing – The Portfolio Engineer™
  • Ongoing performance evaluation
  • Investment Policy Statement
  • Provide documentation
  • Administrative support

WATCH OUR RELIGIOUS INSTITUTION VIDEOS

ASSOCIATIONS

Like most nonprofits, associations face a series of spending and investment policy challenges that, if managed improperly, can significantly hinder the organization’s ability to flourish. Volunteer boards must balance the urgent needs of today with the uncertain demands of tomorrow. Our team of credentialed associates offers practical, unbiased advice and knowledge. We can provide your volunteer board with the critical financial advisory experience necessary to help achieve a prosperous future.

At DiMeo Schneider & Associates, L.L.C. we pride ourselves on providing straightforward advice for Associations and other nonprofits. Our seasoned team of professionals can help manage every part of your investment program. From strategic long-term funds to cash reserves, we help you develop an effective investment policy. Our firm acts as an extension of your staff, adding continuity to your committee and educating its members on how to improve performance, reduce costs, and act as responsible stewards.

  • Investment Policy Statements
  • Best Practices & Benchmarking
  • Fiduciary Plan Analysis
  • Asset Allocation
  • Spending Policy Analysis
  • Socially Responsible Investment Analysis
  • CIOutsourceTM
  • Manager / Fund Search
  • On-going Performance Evaluation
  • Fiduciary Training
  • Electronic Retention of Meeting Notes
  • Vendor / Trustee Search
  • Fee Analysis

Discretionary

Capital market complexity, budgetary pressures, staff turnover, committee time constraints and concern about fiduciary liability have led many institutions to outsource investment oversight. DiMeo Schneider & Associates’ CIOutsource™ services offer a cost-effective way to access discretionary investment expertise and resources. Our CIOutsource™ services include:

  • Establish objectives and policy
  • Discretion over Plan’s investments
  • Manager selection/termination
  • Asset allocation – The Frontier Engineer™
  • Rebalancing – The Portfolio Engineer™
  • Ongoing performance evaluation
  • Investment Policy Statement
  • Provide documentation
  • Administrative support

WATCH OUR NONPROFIT ASSOCIATIONS VIDEOS

CHARITIES

Members of a charity’s investment committee know first-hand that their decisions have a crucial impact on the organization’s financial future. From achieving an appropriate risk/return profile to navigating fiduciary duties, plenty of challenges exist.

At DiMeo Schneider & Associates, L.L.C. we are committed to helping board and committee members perform as responsible financial stewards for the organizations they care about most. We strive to help you improve performance and reduce costs with our straightforward advice and commitment to empowering our clients with knowledge. Our firm acts as an extension of your staff, adding continuity to your committee and educating its members. From strategic long-term funds to cash reserves, we can help you create an effective investment strategy suited to meet your present and future goals.

  • Investment Policy Statements
  • Best Practices & Benchmarking
  • Fiduciary Plan Analysis
  • Asset Allocation
  • Spending Policy Analysis
  • Socially Responsible Investment Analysis
  • CIOutsourceTM
  • Manager / Fund Search
  • On-going Performance Evaluation
  • Fiduciary Training
  • Electronic Retention of Meeting Notes
  • Vendor / Trustee Search
  • Fee Analysis

Discretionary

Capital market complexity, budgetary pressures, staff turnover, committee time constraints and concern about fiduciary liability have led many institutions to outsource investment oversight. DiMeo Schneider & Associates’ CIOutsource™ services offer a cost-effective way to access discretionary investment expertise and resources. Our CIOutsource™ services include:

  • Establish objectives and policy
  • Discretion over Plan’s investments
  • Manager selection/termination
  • Asset allocation – The Frontier Engineer™
  • Rebalancing – The Portfolio Engineer™
  • Ongoing performance evaluation
  • Investment Policy Statement
  • Provide documentation
  • Administrative support

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