How Dion Money Management Wants To Help You

Whether your accounts are too varied and complex to manage on your own, or if you simply do not have the time, desire or expertise to direct your investments, Dion Money Management wants to help.

Our advisers and strategists work with you to identify suitable portfolios of carefully researched mutual funds and exchange traded funds (ETFs).

Dion Money Management offers you:

Traditional Mutual Fund portfolios - Portfolios selected using Modern Portfolio Theory techniques and fundamental analysis which are geared to deliver a choice of risk-adjusted returns for investors of varied risk tolerance.

Retirement Income portfolios - Your Dion Money Management adviser is ready to work with you to structure your portfolio with the goal to generate the income yields necessary to sustain your retirement lifestyle.

401k and other Qualified Plan portfolios - Dion Money Management is able to assume management of many employer-sponsored and self-directed plans including 401k, 403b, 457b as well as traditional IRAs.

Exchange Traded Fund (ETF) portfolios - For many investors the liquidity, tax benefits and cost efficiency of ETFs make sense. At Dion Money Management, fundamentally managed portfolios of ETFs trade without transaction costs to the investor. (Transaction costs are waived or absorbed by Dion Money Management).

Technical(Momentum) Managed portfolios

► Fidelity Sector Funds
► Exchange Traded Funds (ETFs)
► PowerShares ETFs

For investors who are comfortable with quantitative, momentum managed portfolios, Dion Money Management offers programs utilizing Fidelity sector funds and ETFs. These investments involve a level of risk which is not suitable for everyone. Check with your Dion Money Management adviser to see if these portfolios are right for you.

Variable Annuity portfolios