About Us

Why Choose DiMeo Schneider? Our efforts center on the distinct purpose of helping clients prosper. This begins by providing advice that addresses your unique concerns, obligations and goals. Some important ways clients benefit from working with us include:

-Extensive client engagement with bespoke services crafted to meet your unique requirements
– Integrated approach to asset allocation combining both strategic and opportunistic implementation, which we believe increases the likelihood of investment success
-Proprietary due diligence in sourcing and evaluating traditional investments, private markets, hedge funds and real assets leading to a customized, pragmatic portfolio
-Innovative approach to portfolio re-balancing while assessing today’s allocation relative to strategic return and risk budgets
-Discretionary services enabling clients to spend less time and money on oversight and administration and more time on their priorities
-Greater peace of mind accompanies working with an advisor who acknowledges their role as a fiduciary