WELCOME TO DION MONEY MANAGEMENT
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Dion Money Management is an SEC-registered investment advisor and affiliate of the Fidelity Independent Adviser group of investment newsletters. For over a decade Dion Money Management has been managing the wealth of affluent individuals, families and their businesses. Currently Dion Money Management manages over $750 million in assets.*
Dion Money Management's investment philosophy is to seek to preserve capital and deliver investment gains by creating diversified portfolios using mutual funds screened and chosen by Don Dion and exchange-traded funds (ETFs) which track the most suitable investment indexes for you. We then manage the portfolios through periodic rebalancing and an on-going search for investments that have the potential to best contribute to your portfolio’s risk-adjusted returns.
Donald R. Dion, Jr. is the President and Chief Investment Officer of Dion Money Management. Mr. Dion is a mutual fund author and publisher of the Fidelity Independent Adviser, Don Dion's ETF Report and the Fidelity Independent Adviser Retirement Income Guide, publications for individual investors. Mr. Dion is a lawyer and accountant whose investment opinions have appeared in the leading financial news media.
*Assets under management as of May 16, 2008
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