Benefits of a Managed Account at Dion Money Management

• A personalized investment plan is tailored to reflect your risk tolerance,  cashflow requirements, lifestage concerns and investment objectives.

• The peace of mind knowing that you have hired a professional asset manager who is monitoring your portfolio on a regular basis, and is available to review progress with you or to make adjustments as needed. 

• An adviser who is compensated based upon the value of your portfolio, not by churning your account.

• The assurance of  knowing that your assets are held in your name, under custody at a brokerage firm of your choice, such as Fidelity Brokerage Services, Inc. (“Fidelity”) or Charles Schwab & Co., Inc. (“Schwab”).

• Continuity.  Based upon our interviews with you, and after gaining a thorough understanding of your investment objectives, a portfolio will be created reflecting your personal goals and timeframe horizons consistent with your risk/reward profile.  Should a health crisis or other unanticipated emergency occur, we will manage your accounts consistent with directions you have provided us;  providing a link to your spouse, heirs, and trusted advisors such as attorneys and accountants