Dion Money Management in Active Trader Links Directory

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 $850 million in assets. Dion Money Managements 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 Dions 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.

Address: 25 Main Street, Williamstown, MA 01267
Telephone: (800) 432-7447
Fax: (413) 458-5738
Website: http://www.dionmoneymanagement.com/