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Investment Management

Strategic asset allocation and active portfolio oversight to grow and preserve your wealth.

Our Investment Philosophy

At the heart of our investment philosophy lies a disciplined, time-tested process designed to grow and preserve your wealth. We begin with a comprehensive assessment of your objectives, risk tolerance, and unique circumstances before building a bespoke, multi-asset portfolio tailored to you.

Strategic Asset Allocation & Active Oversight

Building diversified portfolios across public and private markets, aligned with your goals and risk tolerance.

  • Rigorous, research-driven allocation models tailored to your objectives.

  • Ongoing monitoring and disciplined rebalancing to lock in gains and maintain risk parameters.

  • Advanced analytics and stress-testing to evaluate portfolio resilience.

  • Transparent reporting with clear updates and collaborative strategy reviews.

With ongoing monitoring and disciplined rebalancing, we seek to capture upside while safeguarding your capital.

Contact

(734) 692-7900

2836 W Jefferson, Trenton, MI 48183

Site Links

Check the background of your financial professional on FINRA's BROKER CHECK

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Registered Representatives offering securities and advisory services through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. MEMBER FINRA/SIPC

Dixon Associates, LLC and IFG are unaffiliated entities. 

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Registered Representatives can only offer securities in the states where they are registered. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Hyperlinks are provided as a courtesy. No investment strategy can guarantee a profit or protect against loss.

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Copyright ©2025 Dixon and Associates, LLC. All Rights Reserved. This is not a CPA firm.

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