2016 Outsourced Chief Investment Officer Buyer’s Guide

Buyer's Guide


DiMeo Schneider & Associates







Business Model/TypeImplemented consulting


















A consulting firm that also has discretion over some assets.  


















Year entered into OCIO business 2005
Number of relationship managers/sales people 3
Number of portfolio managers n/a
OCIO percentage of total firm revenue 10%
AUM full discretion $5.2B
Number of full discretionary clients 33
Minimum OCIO mandate $10M
























Number of Full Discretionary Clients by Region












United States 33
Canada 0
UK/Europe 0
Other 0







1 12 13 14 15 16 54