A complete list of active advisors currently associated with Dillon & Associates Inc
Warmer can help you find a great advisor at Dillon & Associates Inc or one who fits your needs even better.
Dillon & Associates provides ongoing investment management to individuals (including high‑net‑worth clients), trusts, non-profit organizations, and corporate retirement plan sponsors, typically working with accounts of $250,000 or more. Services concentrate on portfolio management using individual equities, corporate and municipal bonds, U.S. government securities, certificates of deposit, and occasional recommendations of mutual funds and other instruments. The firm follows a fundamental, long‑term investment approach for stocks and favors investment‑grade fixed income, with portfolio recommendations tailored to client objectives and preferences. In practice Dillon typically discusses and executes recommendations with clients rather than exercising broad discretionary authority — only about $164 million of its roughly $916 million in assets is managed on a discretionary basis — and clients generally designate their own brokers for trade execution and custody. Dillon is notable for managing a large amount of assets relative to its small advisory team, resulting in an unusually high AUM per advisor, and for operating as a fee‑only adviser that does not emphasize comprehensive financial planning services. The brochure also discloses several operational features that distinguish the firm from peers: it generally does not aggregate client trades, it may recommend fixed‑income instruments from JW Korth & Company (with a disclosed potential conflict tied to a related former employee), and it provides institutional brokerage referrals and services when clients request or lack a custodian.
To learn more about the advisors currently working at Dillon & Associates Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Jackson, MI
| 23
| |
Jackson, MI
| 16
| |
Jackson, MI
| 1
| |
Jackson, MI
| 0
|
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