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.
- 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