Private Clients

Private Clients

DiMeo Schneider & Associates, L.L.C. extends a full range of investment consulting services to affluent families, corporate executives, business owners and financial institutions. By listening closely to our private clients, we are able to understand their objectives and help them take thoughtful steps towards reaching their goals.

Our aligned advice and intellectual capital differentiate us. Most firms are geared toward collecting data, analyzing statistics and evaluating historical results; this assortment of information is valuable in showing clients how they’ve done but fails to guide them towards improving performance. At DiMeo Schneider & Associates, L.L.C. we not only keep you abreast of how you’re doing, but concentrate on helping you do better.

FAMILY OFFICES

Wealthy families need to protect their assets from the ravages of excessive taxation, inflation and unwarranted investment risk. They must provide for the legacy of future generations while educating their heirs to become prudent stewards. Moreover, they want performance and up-to-the-minute advice on issues that affect their portfolios.

The Wealth Office™ of DiMeo Schneider & Associates, L.L.C. is uniquely positioned to provide investment management services to wealthy families – including single, multi or virtual family offices. We advise a number of prominent families across the country, including some on the Forbes 400 List. Our consultative process helps families confidentially understand their objectives and achieve their short-term and multi-generational goals.

Drawing upon the same analytical tools and resources available to our institutional clients, we pay special attention to issues such as estate, retirement and tax planning, which can make or break an individual’s investment strategy. Drawing upon years of experience in the financial industry, our team of professionals effectively manages the complexities of family wealth to ensure future affluence in a discreet and confidential manner.

  • Family Legacy Planning
  • Cash Flow Projection
  • Tax Efficiency Analysis
  • Philanthropic Gifting Analysis
  • Asset Allocation Studies
  • Investment Policy Review / Development
  • Investment Manager / Fund Search
  • Fee Analysis & Negotiation
  • On-going Performance Evaluation
  • Portfolio Rebalancing Analysis
  • Estate Liability Analysis
  • Fiduciary Report Cards
  • Electronic Retention of Meeting Notes
  • Custodial Search
  • Gifting Programs

WATCH OUR FAMILY OFFICE VIDEOS

CORPORATE EXECUTIVES

As an actively engaged executive, most of your time is devoted to the management and growth of a successful business and your career. Your busy schedule and the high demands of your career make managing family finances a difficult task. It can be easy to ignore questions such as, “How am I building and preserving my net worth while avoiding excess income, gift or estate tax?”

The Wealth Office™ of DiMeo Schneider & Associates, L.L.C. acts as your personal Chief Investment Officer. We give you the timely information that is vital to effective financial decision-making. Our seasoned team of professionals offers practical advice in order to help each client achieve prosperity and financial success. We work closely with your legal and tax advisors in order to simplify your life, yet make certain that essential steps are not overlooked. We help you avoid undue risk, seek reasonable after-tax returns and reduce costs.

  • Corporate Benefits Coordination
  • Cash Flow Projection
  • Tax Efficiency Analysis
  • Philanthropic Gifting Analysis
  • Asset Allocation Studies
  • Investment Policy Review / Development
  • Investment Manager / Fund Search
  • Fee Analysis & Negotiation
  • On-going Performance Evaluation
  • Portfolio Rebalancing Analysis
  • Estate Liability Analysis
  • Fiduciary Report Cards
  • Electronic Retention of Meeting Notes
  • Custodial Search
  • Gifting Programs

WATCH OUR CORPORATE EXECUTIVES VIDEOS

BUSINESS OWNERS

As a successful business owner and entrepreneur, you understand the intricacies of your business better than anyone. You also understand that your business is your greatest financial asset, and the base of your family’s legacy. But, are you comfortable in your knowledge and understanding of how to tie your business success to your personal wealth?

The Wealth Office™ of DiMeo Schneider & Associates, L.L.C. helps individuals manage their assets with respect to family goals and objectives, especially after a life-changing event such as partial or full liquidation of their business. By coordinating with your other trusted advisors, we pay special attention to estate, retirement and tax planning. Those details can make or break an individual’s investment strategy. Our trusted team of accredited professionals provides practical advice and cost-effective solutions geared toward minimizing unnecessary risks.

  • Wealth Transfer Analysis
  • Cash Flow Projection
  • Tax Efficiency Analysis
  • Philanthropic Gifting Analysis
  • Asset Allocation Studies
  • Investment Policy Review / Development
  • Investment Manager / Fund Search
  • Fee Analysis & Negotiation
  • On-going Performance Evaluation
  • Portfolio Rebalancing Analysis
  • Estate Liability Analysis
  • Fiduciary Report Cards
  • Electronic Retention of Meeting Notes
  • Custodial Search
  • Gifting Programs

WATCH OUR BUSINESS OWNER VIDEOS

DISCIPLINED PORTFOLIO ADVISOR™

Leveraging DiMeo Schneider & Associates, L.L.C.’s expertise in advising on over $55 billion, our Disciplined Portfolio Advisor (DPA) provides a simple and cost-effective approach to wealth management. The firm’s 9-person committee oversees all DPA portfolios incorporating our best thoughts on asset allocation, manager selection and rebalancing. Portfolios range from cautious to aggressive with offerings for both taxable and tax- exempt investors.

  • Asset Allocation Analysis
  • Manager / Fund Search
  • On-going Performance Evaluation
  • Advisor Education
  • Quarterly Macroeconomic & Portfolio Conference Calls

WATCH OUR DISCIPLINED PORTFOLIO ADVISOR™ VIDEOS

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