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 socially and enviornmentally responsible investing, we are proud to offer solutions and vehicles that overcome these obstacles and still provide global diversification. To date, these funds have fulfilled their objective of shifting capital towards the most environmentally or socially responsible corporations, while closely tracking benchmarks. 

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>>