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.
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.
- Conservative Income
- Income & Growth
- Growth & Income
- Capital Appreciation
Our approach to equity investments is focused and disciplined offering three distinct portfolio strategies with different levels of risks and potential returns:
- Global Dividend Portfolio
- Global Opportunity Portfolio
- Large Cap Value Portfolio
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.
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:
- Institutional Separate Accounts
- Individual Clients
- Pension Plans
- Insurance Companies
Dillon designs portfolios to:
- Generate a total return
- Collect income from interest and dividends
- Capture price appreciation
- Minimize the volatility of returns
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!