Dixon Mitchell was formed in 2000 and now oversees more than $1.6 billion in private client and institutional assets. DM’s strengths lie in the combined experience of our investment professionals, our disciplined investment process, and our unwavering commitment to our clients. The company is owned entirely by its employees, with conflicts of interest eliminated through our requirement that the financial portfolios of all partners be invested alongside client assets.

Dixon Mitchell’s overriding objective is to build, preserve, and protect the financial assets of our clients in a prudent and tax-efficient manner, while taking into consideration any income requirements they may have. To achieve this end, we design, communicate, and execute investment management programs tailored to meet the unique financial goals of each client. In our institutional practice, we also offer in-house expertise in the areas of investment policy creation and strategy development.

Mission Statement:

  • To deliver consistent and risk-managed returns by taking a long term view and adhering to a strict investment process
  • To attract, develop, and retain the best professionals in a passionate and integrity based investment culture
  • To remain an independent, employee-owned organization free from conflicts of interest or outside influence