"An investment operation is one which, upon thorough analysis, promises safety of principal and a satisfactory return. Operations not meeting these requirements are speculation."
- Benjamin Graham, author of "Security Analysis"
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About Our Firm:
Dillon & Associates is an independent firm that provides investment counsel to individuals, businesses, non-profit organizations, and other entities. We structure and manage individual portfolios for each client based on their specific needs and objectives. Our mission is to provide unbiased advice, rendered solely in the best interest of our clients, and to develop long-term relationships founded on trust, integrity and a high standard of ethics.
Our firm was established in 1988 with a defined investment philosophy, based on identifiable investment criteria, and a commitment to outstanding customer service. Today, that philosophy and commitment remain the same. We have a diverse customer base, with clients throughout the United States. We are an SEC registered investment advisory firm.
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Services Provided For:
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Personal Accounts
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Trust Accounts
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401k Plans
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SEP Plans
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Non-Profit Organizations
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IRAs
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Profit Sharing Plans
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SIMPLE Plans
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Education Accounts
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