Sunday, April 7, 2019

Marquette FMA students visited DiMeo Schneider & Associates on Friday in Chicago as a part of their spring field trip

Doug Balsam, Principal and Director of Institutional Consulting at DiMeo Schneider & Associates hosted the Marquette FMA students this past week

Doug Balsam of DiMeo Schneider
DiMeo Schneider & Associates is a leading investment consulting firm located in Chicago, Illinois.

Doug Balsam  and his colleagues provided an informative introduction to the institutional consulting firm. They explained the impartial advice they provide to plan sponsors, non-profit organizations and private clients. The firm focuses on asset allocation and manager selection on behalf of its clients.

The firm has over 30 consultants, over 25 performance and research analysts (including several @MarquetteAIM alumni) and 11 partners. 

DiMeo Schnedier's Chicago Headquarters

The firm offers a variety of services including: investment policies, performance evaluation, asset allocation analysis, administrative/trustee search, asset liability analysis, spending policies, manager/fund search, and cost/benefit analysis. The firm prides itself on the level of service it provides to each client and a proactive approach.

Dr. David Krause, Marquette Professor of Practice in the Department of Finance, chaperoned 35 finance students to Chicago. Besides DiMeo Schneider, the students also visited BMO and UBS during their annual spring field trip to the Windy City. 

Dr. Krause said, "On behalf of the students and faculty at Marquette University, we are thankful for the opportunity to visit financial firms. These enrichment activities broaden our students' exposure to the opportuntiies within the industry. Thanks to Doug Balsam and his associates at DiMeo Schneider."

Marquette finance students headed to DiMeo Schneider