A complete list of active advisors currently associated with Dillon Capital Management

Warmer can help you find a great advisor at Dillon Capital Management or one who fits your needs even better.

Dillon Capital Management provides investment management and consulting to both individual and institutional clients, including retirement plans, 401(k) plans, pension sponsors and insurance companies. The firm manages primarily discretionary separate accounts and reports roughly $83 million in assets under management, with a stated account minimum for advisory relationships. DCM employs a long-term, risk-conscious investment process that combines quantitative screening, fundamental company research, and portfolio-level diversification across strategic balanced and focused equity strategies. The firm constructs an Investment Policy Guideline for each client, applies tactical adjustments as market conditions change, and has recently updated its disclosures to address additional material risks associated with its direct indexing offerings. What distinguishes Dillon from many peers is its explicit work with insurance company clients and the availability of separately managed account capabilities that the brochure indicates can involve borrowing and the use of derivatives, factors the firm notes can add complexity and potential tracking error. The firm is relatively small — three investment adviser representatives — and emphasizes customized IPGs, continuous monitoring, and quarterly written portfolio reports for clients.

To learn more about the advisors currently working at Dillon Capital Management, 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.