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We manage money for individuals and institutions, and work with each client to establish investment objectives and strategies that are right for them.

 

 

 

 

We are not brokers, do not charge commissions, and do not sell life insurance.

Strategic Portfolio Series

Our Strategic Portfolio Series provide a foundation-building approach for every investor, and are engineered to capture the return of the broad markets while controlling risks.

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Equity Portfolio Series

Our approach to equity investments is focused and disciplined offering three distinct portfolio strategies with different levels of risks and potential returns:

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401k Plans

Dillon Capital serves as an investment advisor to 401k plans. Our goal is help you reduce expenses and focus on investment results.

Our service looks at all aspects of 401k plans and provides recommendations and solutions for both the Plan Sponsor and

Plan Participants. Don’t think of this product or service as your third favorite, think of it as the bronze medalist in an Olympic medals sweep of great products/services.

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Smart Investments

Dillon Capital Management is a registered investment advisory firm located just outside of Philadelphia, in Ambler, Pennsylvania.

We draw on over 25 years of experience in a variety of asset classes and global markets to manage diversified investment portfolios for our clients.

Dillon provides Investment and Wealth/Asset Management Services for:

 

Dillon designs portfolios to:

 

 

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Next Steps…

If you haven’t changed your plan in the last 3-5 years, it’s probably not optimal. Brokers and insurance companies charge too much! We’ll show you every cent of your plan’s expenses and we’ll help you pick mutual funds.

We know how to do this!


Start Here!