The environment we create, the colleagues we hire and the perspectives we nurture.
Click here to meet our professionals.
How we foster DEI via evaluation of investments and the recommendations we make to our clients. A pioneering member of the Institutional Investing Diversity Cooperative.
Program creation/sponsorship, volunteer and giving-back efforts and vendor selection. Click here to learn more.
We understand this is not only the fair and appropriate position for any caring organization, but also that diversity and inclusion are the right thing to do and produce better outcomes.
is founded on May 1st.
(formerly DiMeo Schneider & Associates, L.L.C.)
Designing a 401(k) Plan is published
by Probus Publishing.
Asset Management for Endowments & Foundations
is published by McGraw Hill.
Our proprietary Portfolio Engineer®
Rebalancing software is developed.
Our proprietary Frontier Engineer®
Asset Allocation software is developed.
Our proprietary Liability Engineer®
Pension Liability Matching software is developed.
The Practical Guide to
Managing Nonprofit Assets
is published by
John Wiley & Sons.
Our proprietary Three Levers exercise is developed.
The Three Levers exercise is arguably the most important task when developing investment policies. The exercise quantifies objectives and any constraints while taking into account inflows, outflows and required returns. It seeks to develop policy targets around a desired return versus the willingness and ability to assume risk.
Nonprofit Asset Management
is published by John Wiley & Sons.
We surpassed $50 billion
in assets under advisement as of September 30, 2013.
We grew to nine partners.
20 years as a firm.
We acquired ORION Investment Advisors
in Washington, DC area and opened
a new office in Austin, Texas,
expanding to three offices nationwide.
$75 billion in assets as of December 31, 2017.
We grew to 13 partners and opened
a fourth office in Boston, Massachusetts.
We expanded and opened a new California office.
$100 billion in assets.
We combined forces with
Fiduciary Investment Advisors.
We celebrated 25 years of success.