Don Dion
Don Dion
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Don Dion
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ABOUT
Don Dion is the owner and Chief Investment Officer of DRD Investments, LLC, based in Naples, Fl. and Williamstown, Ma., a family office focused on managing a long/short hedge fund, real estate assets and various other financial assets for the Dion family.
Mr. Dion is also the trustee of the Dion Family Foundation which focuses on helping individuals with tuition assistance for high school and college education and health care. He is activily involved with Massachusetts General Hospital, Saint Dominic's Regional High School and serves as a trustee of Saint Michaels College.
Mr. Dion is the former publisher of the Fidelity Independent Adviser (http://www.fidelityadviser.com/) family of newsletters, which ...More provides to a broad range of investor commentary on the financial markets, with a specific emphasis on mutual funds and exchange-traded funds. With more than 30,000 subscribers in the United States and 29 other countries, Fidelity Independent Adviser publishes two monthly newsletters and one weekly newsletters. Its flagship publication, Fidelity Independent Adviser, has been published monthly for 16 years and reaches over 25,000 subscribers.
Mr. Dion is also the founder of Dion Money Management (http://www.dionmm.com/), a fee-based investment advisory firm for affluent individuals, families and nonprofit organizations, where he was responsible for setting investment policy, creating custom portfolios and overseeing the performance of client accounts. Founded in 1996 and based in Williamstown, Massachusetts and Naples, Fl., Dion Money Management managed over $900 million in assets for clients in 49 states and 11 countries when he sold the company to Focus Financial Partners in 2007.
Mr. Dion was the co-founder, Chairman and C.E.O. of Litchfield Financial Corp. "LTCH" a NASDAQ listed company which went public in 1992 and was acquired by Textron Corp. in 1995.
Don was also the Executive Vice President, C.F.O. and General Counsel for Bluegreen Corp. "BXG" a NYSE company from 1986 to 1988.
Mr. Dion graduated with honors from Saint Michaels College in 1976 with a B.S. degree in Economics and Business Administration. He received his J.D. degree from the University of Maine Law School in 1979 and his LL.M. degree from Boston University Law School in 1982.
After law school, Mr Dion was employed as a tax lawyer with the Boston Law Firm of Warner and Stackpole from 1983 to 1985 and Ernst and Young as a C.P.A. from 1979 to 1983.
Mr. Dion can be reached at DonaldDion@Gmail.Com.
Mr. Dion is also the trustee of the Dion Family Foundation which focuses on helping individuals with tuition assistance for high school and college education and health care. He is activily involved with Massachusetts General Hospital, Saint Dominic's Regional High School and serves as a trustee of Saint Michaels College.
Mr. Dion is the former publisher of the Fidelity Independent Adviser (http://www.fidelityadviser.com/) family of newsletters, which ...More provides to a broad range of investor commentary on the financial markets, with a specific emphasis on mutual funds and exchange-traded funds. With more than 30,000 subscribers in the United States and 29 other countries, Fidelity Independent Adviser publishes two monthly newsletters and one weekly newsletters. Its flagship publication, Fidelity Independent Adviser, has been published monthly for 16 years and reaches over 25,000 subscribers.
Mr. Dion is also the founder of Dion Money Management (http://www.dionmm.com/), a fee-based investment advisory firm for affluent individuals, families and nonprofit organizations, where he was responsible for setting investment policy, creating custom portfolios and overseeing the performance of client accounts. Founded in 1996 and based in Williamstown, Massachusetts and Naples, Fl., Dion Money Management managed over $900 million in assets for clients in 49 states and 11 countries when he sold the company to Focus Financial Partners in 2007.
Mr. Dion was the co-founder, Chairman and C.E.O. of Litchfield Financial Corp. "LTCH" a NASDAQ listed company which went public in 1992 and was acquired by Textron Corp. in 1995.
Don was also the Executive Vice President, C.F.O. and General Counsel for Bluegreen Corp. "BXG" a NYSE company from 1986 to 1988.
Mr. Dion graduated with honors from Saint Michaels College in 1976 with a B.S. degree in Economics and Business Administration. He received his J.D. degree from the University of Maine Law School in 1979 and his LL.M. degree from Boston University Law School in 1982.
After law school, Mr Dion was employed as a tax lawyer with the Boston Law Firm of Warner and Stackpole from 1983 to 1985 and Ernst and Young as a C.P.A. from 1979 to 1983.
Mr. Dion can be reached at DonaldDion@Gmail.Com.
SNAPSHOT
- Description: Hedge fund manager. Trading frequency: Daily
- Interests: Bonds, Dividend stock ideas & income, ETFs, Energy stocks, Foreign stocks, Forex, Mutual funds, Options, REITs, Retirement savings, Stocks - long, Stocks - short, Tech stocks
COMPANY
Fidelity Independent Adviser Sector Momentum Tracker
The Sector Momentum Tracker, published since 2004, provides a strategy that entails investing in exchange–traded funds (ETFs) and mutual funds using relative strength indicators. Each weekly newsletter provides advice on how to allocate your portfolio in the appropriate funds ...More
based on tested buy–and–sell signals and based on my future outlook on the marketplace, which is included in the newsletter.
The Sector Momentum Tracker is a real–time trading strategy that monitors and evaluates 42 Fidelity Select mutual funds, 95 sector and commodity ETFs and 60 international and currency ETFs at all times, and then determines which funds you should invest in. The model portfolios used are based on a quantitative, mechanical trading process that can be applied easily and systematically week after week, removing the emotion from your investment decisions.
The newsletter features an extensive explanation about how its information and rankings can be used to your advantage. In addition, there is an in–depth look at a featured ETF or Fidelity Select fund in every issue. The newsletter also includes a model ETF Sector portfolio, an ETF International portfolio and a Fidelity Select Portfolio, and gives buy and sell recommendations and performance figures in every issue. These can be used as a primary basis or source of information for your own investment decisions.
Please visit www.fidelityadviser.com to learn more or use the link below
ETF Report
In the ETF Report, published monthly since 2006, Don Dion applies his market outlook and pragmatic investing approaches to the new world of ETFs, creating diverse portfolios that are easy to follow. These all-ETF portfolios include: ETF Sector Portfolio, ETF Growth Portfolio, ETF Growth & Income Portfolio, ETF Retirement Income Portfolio, and the ETF International Portfolio.
It is our goal at Fidelity Independent Adviser to help you become well–informed before making financial decisions. That’s why the ETF Report prides itself on giving you the necessary information you need in order to further your financial profits.
The ETF Report is packed full of market commentary and unique portfolios so you can match our advice to your personal investment goals. The model portfolios alone will save you days of tedious and time-consuming research. Every newsletter contains detailed discussions portfolio activity, my Power Index and Power Trend ranking of ETFs, up–to–date information on new ETFs being launched, and interviews with investment professionals and ETF sponsors.
Please visit www.fidelityadviser.com to learn more or use the link below
BLOG
Dion Money Management
The Dion Money Management blog is dedicated to providing timely market commentary and detailed features on all aspects of investment management.
Please visit www.dionmm.com/blog/ or use the link below
Dion Money Management is a fee-based investment advisory firm to affluent individuals, families, ...More
businesses and nonprofit organizations. Dion is an SEC–registered investment adviser and affiliate of the Fidelity Independent Adviser group of investment newsletters
Founded in 1996 and based in Williamstown, Massachusetts, Dion Money Management manages assets for clients throughout the United States. Donald R. Dion, Jr., founder and president, is a licensed attorney in Massachusetts and Maine and has more than 25 years’ experience working in the financial markets, having founded and run two publicly traded companies before establishing Dion Money Management.
Dion Money Management specializes in wealth management utilizing mutual funds and exchange-traded funds. Dion creates customized, diversified portfolios for clients with the goal of preserving capital and delivering above–market risk–adjusted returns.
As a client of Dion Money Management, you have an entire team working for you. Portfolio strategists, client service representatives, trading desk personnel, compliance attorneys, transition specialists, administrative coordinators and information technologists are all working behind the scenes to manage your accounts, answer your questions, execute trades, ensure compliance with all regulations and keep paperwork in order. They are an integral part of the Dion team, and they all work for you.
At Dion, the process is straightforward and focused, but its implementation takes dedication, focus and commitment. These three characteristics are embodied by Dion Money Management and its founder, Donald R. Dion, Jr.
Book
Currently, there are no book details for Don Dion.
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