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Nonprofit Investment Stewards

Bob DiMeo and Devon Francis

Bob DiMeo and Devon Francis of Fiducient Advisors are passionate about helping nonprofit organizations prosper. Whether you oversee endowment, foundation or retirement plan investments, this podcast exists to help stewards improve performance, reduce costs, and discover strategies that enable your charitable organization to prosper and advance its mission.

PublishesWeeklyEpisodes71Founded3 years ago
Number of ListenersCategories
Non-ProfitBusiness

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Artwork for Nonprofit Investment Stewards

Latest Episodes

With a surprisingly strong quarter in the books, it’s time to uncover the latest updates on the markets and the economy, and how they may impact your portfolio, endowment, or foundation. more

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17 days ago

Artificial intelligence (AI) drove markets last year and continues to dominate the news today. more

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a month ago

Nonprofit organizations, and their donors, have become increasingly vigilant about measuring success and effectiveness. more

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2 months ago

In a landscape marked by unpredictability and complex market dynamics, investors need to understand the key driving factors and how they may impact portfolio construction. more

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3 months ago

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Reviews

5.0 out of 5 stars from 25 ratings
  • Jay Ruderman

    Really enjoyed being a guest on the podcast. The world of nonprofits and foundations play an outsized role in our society and I appreciate the attention this podcast gives to our community.

    Apple Podcasts
    5
    Jay Ruderman
    United States2 years ago
  • Great snapshot and guidance

    A very well arranged discussion for helping to familiarize customers and advisors on this part of the industry.

    Apple Podcasts
    5
    Aaron213574
    United States3 years ago
  • Stewardship is an ethic DiMeo Schneider understand

    Quite frankly this is a great podcast for any professional who plays a role in the planning and management of an institutions Investement resources.

    Apple Podcasts
    5
    ChazHollander
    United States3 years ago
  • Great information

    As a board member for a family foundation, I have not found another podcast that focuses on helping non-profits be better Stewards. I truly appreciate the thoughtfulness and expertise of Bob and Devon.

    Apple Podcasts
    5
    Do not buy it...
    United States3 years ago

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