Applying evidence-based investment principles and research to create efficient and effective financial lifestyle solutions.

At Dixon Financial Services, our portfolio management programs combine more than eight decades of market data, Nobel Prize-winning academic research, and the latest discoveries in behavioral finance into a distinctive investment approach.

While traditional investment managers strive to beat the market by attempting to predict the future, through asset class investing, we draw on the research of some of the academic community’s most innovative and respected thinkers and economists. As its name suggests, rather than trying to pick stocks or industry sectors, asset class investing focuses on asset classes — which are any group of securities (such as U.S. Large Companies and Emerging Markets) that exhibit similar risk and return investment characteristics and perform similarly in any given market environment.

Since asset allocation has a great impact on investment returns, asset class investing carefully controls the investments included in each asset class, giving investors truer market returns than comparable strategies. A number of investment vehicles can be employed to implement Asset Class Investing.

While it is easy to get caught up in the state of the economy or the latest “hot” stock, we believe passionately that the way you invest should be aligned with where you are in your life…not with the short-term ups and downs of markets. You should have a financial blueprint to help you manage your opportunities, needs, concerns and goals.

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