Month: March 2021

Feature Image 2021
Episode 15: Hello Fiducient! DiMeo Schneider’s New Name and Other Important Updates — With Mike Goss and Bob DiMeo

Episode 15: Hello Fiducient! DiMeo Schneider’s New Name and Other Important Updates — With Mike Goss and Bob DiMeo

By |

DiMeo Schneider was founded in 1995 and one year ago, combined with Fiduciary Investment Advisors to form one of the largest RIAs in the U.S. 

In this episode, Devon Francis interviews two key members of Fiducient Advisors’ leadership team, Bob DiMeo and Michael Goss. Join them as they reveal the reasons behind rebranding, what changes you should – and should not –  expect, and current efforts to achieve diversity, equity, and inclusion in the organization and the investment community.

You will learn:

  • Why we specifically chose to be “Fiducient Advisors”
  • Which core value propositions remain the same
  • How technology sped up our integration process during the pandemic
  • Why continual growth is important for both the company and its employees
  • And more!

Tune in now for exciting updates on our new brand as well as the long-term vision and goals of Fiducient Advisors!

Resources: Fiducient Advisors | Bob DiMeo | Devon Francis | Michael Goss

EMAIL the STEWARDS | FREE GUIDE: 6 Tips to Managing Nonprofit Investments | Diversity, Equity & Inclusion in Investment Management Webcast | Fairview Capital | Ford Foundation | Institutional Investing Diversity Cooperative | The Mom Project

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Episode 14: Your Guide To Endowment Spending Policy — With Devon Francis

Episode 14: Your Guide To Endowment Spending Policy — With Devon Francis

By |

As a nonprofit organization, you don’t want to spend too much of your portfolio now, robbing future generations of the benefits of your mission. At the same time, you want to spend enough to have impact today. 

So, how can you find a spending policy that will provide a good balance between the two?

Find out in this episode, as Devon Francis joins Bob DiMeo to share her extensive knowledge on the ins and outs of spending policy. Devon highlights the importance of meaningful spending policies and breaks down ways you can determine the right policy for your charitable organization’s endowment or foundation portfolio. 

In this episode, you will learn:

  • Why nonprofits need a spending policy
  • Different types of spending policies and their benefits and drawbacks
  • How COVID-19 is altering nonprofit spending
  • How to find the right policy for your organization
  • And more!

Tune in now to learn the ins and outs of spending policies and how they can strengthen your charitable organization!

Resources: DiMeo Schneider & Associates L.L.C. | Bob DiMeo | Devon Francis | EMAIL the STEWARDS | FREE GUIDE: 6 Tips to Managing Nonprofit Investments

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Episode 13: Effective Investment Strategies for Healthcare Systems — With Russ Gronewold

Episode 13: Effective Investment Strategies for Healthcare Systems — With Russ Gronewold

By |

Hospitals and healthcare systems contend with a variety of challenges, and the need for effective management of their investment programs remains as important as ever.

Russ Gronewold, CEO of  Bryan Health, joins Bob DiMeo and Devon Francis in this episode to share insight and expertise. Together, they discuss important methods to help investment committees effectively manage a variety of investment pools, ranging from board-designated reserve funds to employee retirement plans.

In this episode, you will learn:

  • Tips on managing short- and long-term investment portfolios
  • The use of alternative and passive investments in hospital portfolios
  • How to incorporate enterprise risk into your investment strategy
  • Liability based pension investing
  • And more!

Tune in now to gain meaningful insight into investment strategies used by healthcare systems!

Resources: DiMeo Schneider & Associates L.L.C. | Bob DiMeo | Devon Francis | Russ Gronewold | Bryan Health | EMAIL the STEWARDS | FREE GUIDE: 6 Tips to Managing Nonprofit Investments

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories