Quality of Life

Our success is measured by our clients reaching their lifestyle goals and objectives.

Values Based Investing

At Dixon Financial Services, the impact of our advice and investments on the larger community is core to our focus. While there can be many challenges with social investing, we are proud to be able to overcome some of those challenges by offering our clients one of the world’s first environmentally screened, industry neutral, and globally diversified passive (index) equity funds in the marketplace.  To date, these funds have fulfilled their objective of shifting capital towards the most environmentally responsible corporations, while closely tracking market benchmarks. We also provide socially responsible investment solutions.

We are actively seeking to expand the positive good that can be expressed in the world through the allocation of our clients’ funds, as we believe this expresses our values, reduces legal and regulatory risk, and enhances the potential for long-term, sustainable social structures and investment returns.

Our Focus>>