- How to Get Started with Dion Money Management
If you think professional money management might be right for you, call us toll-free at (800) 432–7447 and ask to speak to an investment adviser representative about a complementary review of your portfolio.
If you would like to become a client of Dion Money Management, our client services staff is ready to assist you.
Step 1: Simply send us your most recent brokerage account, 401(k), 403(b), or annuity statement(s) via U.S. mail, fax or e-mail:
25 Main Street
Williamstown, MA 01267
Fax: (413) 458-5738
E-mail: Please send electronic statements to your investment adviser representative’s secure e-mail address.
Step 2: We will send you a welcome package that includes:
- Investment Advisory Agreement
- Pre-completed transfer forms
- Postage-paid return UPS envelope
Step 3: Return the completed Investment Advisory Agreement and transfer forms.
If you have questions about how to become a Dion Money Management client, please call (800) 432–7447 and ask to speak to an investment adviser representative.