Respecting and protecting your privacy is of the utmost importance. In providing our clients with investment management services we receive and collect certain personal information about our clients through our clients’ account inquiries by mail, e-mail or telephone.
Within our firm and among our service providers, we restrict access to personal information to those who require it to provide products and services to our clients. We may share the personal information that we collect with the following:
(ii) unaffiliated service providers
(iii) government agencies, other regulatory bodies and law enforcement officials (iv) other organizations, with clients’ consent or as directed by our clients’ representative and
(v) other organizations, as permitted by law (for example, for fraud prevention). In the case of unaffiliated service providers, we contractually require them to use this information only for the services for which they are contracted, and to treat our clients’ private information with the strictest confidence.
All our employees are subject to our internal policies, which are reinforced in our written guidelines. In addition, we maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information from unauthorized use.
For questions concerning our policy, please contact the Compliance Department at 215-850-3685, or write to:
Dillon Capital Management, LLC, 809 N. Bethlehem Pike, Ste. F-1 Ambler, PA 19002, Attn: Compliance Department.
This website is a publication of Dillon Capital Management, LLC. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.
Hyperlinks on this website are provided as a convenience. We are not responsible for information, services or products found on websites linked hereto.
Information on this website should not be viewed as personalized investment advice. A professional adviser should be consulted before implementing any of the strategies outlined.
Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities referred to herein.
Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results.
Economic factors, market conditions, and investment strategies will affect the performance of any portfolio. There is no guarantee that a portfolio will match or outperform any particular benchmark.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment or investment strategy will be profitable or equal to past performance levels.
All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk. There can be no assurance that any investment will either be suitable or profitable for a client's portfolio.