For Charles Dixon, helping people make the most of their financial assets is especially gratifying. Charles enjoys guiding his clients as they implement investment strategies that help them meet their financial and life goals. As president of Dixon & Co., Charles utilizes a comprehensive approach to wealth management*. Greater financial independence is the objective in providing clients with well-informed decisions in their investment and retirement planning.

 

Charles graduated from Lamar University with a bachelor’s degree in Accounting. He holds the Certified Public Accountant (CPA) designation As one of the first CPA firms in the FM 1960 area, Charles has attained over 25 years experience in the financial service industry. He has also been awarded the PFS credential by the American Institute of Certified Accountants (AICPA.) The PFS credential distinguishes CPAs as competent providers of personal financial planning services. This credential represents one of the highest professional standards of any financial planning credential. The PFS title sets the holder apart from other financial planners. 

 

As a Personal Financial Specialist (PFS), he has demonstrated the knowledge required to help preserve and grow the hard-earned assets of his clients, many of whom have experienced major life changes such as retirement, divorce, or the loss of a spouse. Charles is among company leaders whom understand integrity and its filter effect into approach and attitude.

 

 

 

At Dixon & Co., our mission is simple: to provide personalized investment advice* that helps minimize our clients’ financial concerns and helps increase their confidence with investing.  Charles Dixon, understands that every client has individual needs. Our role is to help you make knowledgeable decisions about your investments—striving to provide you with greater financial sovereignty. Our investment strategies seek to enhance your success, as our goal is to establish a growing portfolio that helps optimize returns and helps lower volatility.  We offer securities and advisory services through SagePoint Financial, Inc., one of the country’s leading independent broker-dealers. This union allows Dixon & Company to provide comprehensive quarterly performance reports, detailed tax information, and high levels of advice and service at a reasonable cost. Dixon & Company is one oth the highest producer with in the SagePoint family.

 

While each of our clients is unique, they all have one thing in common: They want unbiased investment advice from an experienced professional. Our clients look to Dixon & Company for help in preserving their capital and assist in providing growth in their portfolios*. We understand you work hard for your money and we hope you will look to us for guidance. Putting together a portfolio of securities is like building a wardrobe.  Even if your closet if filled with top-of the-line attire, that may not be enough.  All those components need to work together as an outfit.  Investment portfolios are the same way.  We will help you tailor your portfolio and keep it in good condition.

 

 

 

When you start working with Dixon & Company, we become your “personal chief financial officer,” giving the needed resources to coordinate all of your financial needs. Our staff of strategic professionals can handle your estate planning, retirement planning, and tax planning. We believe that the synergy created by motivated professionals working together makes our team approach more efficient than working with any one of us individually.

 

Unlike many advisors, we are an independent firm with no proprietary investment products to push. Our approach is different—we are a "fee for service" company. We have found that for many clients, a fee-based approach may be more advantageous than a commission based approach. Our fees vary depending on portfolio size, type of assets, management style and, in some cases, performance. 
Because our fees increase only if your portfolio grows, our interests are aligned with yours. We focus on your financial objectives and your future.

 

 

 

Before we begin developing your investment strategy, we take a hard look at where you are today. We assess your investment goals, available resources, desired rate of return, and risk tolerance. This research allows us to customize a plan to fit your specific needs.

 

Asset allocation is the process of allocating investment funds into different asset classes.  This process is designed to help increase your expected return for your specific level of risk. Studies show it is responsible for more than 90 percent of the variations in portfolio performance—so choosing the right asset allocation for you is our top priority.  Investors should understand that asset allocation cannot assure a profit or protect against a loss. 

 

Our interest in your success doesn’t stop there we carefully monitor your progress and compare it to your goals. We make periodic adjustments to rebalance your portfolio, ensuring that our strategies stay on track with your needs. Our philosophy is that we will not take unnecessary risks. Our emphasis is always on capital preservation.

 

  

We help you work towards creating a more independent and confident lifestyle.   We know you have a choice when it comes to financial services, which is why we strive to exceed your expectation.  We recognize every client deserves respect, understanding, and individual attention.  We do our utmost to create positive defining moments in you life.  We see our clients as friends.   We are here to meet your needs.

 

 

 

We strive to be idea pioneers—we discover and act on new possibilities.  We are agents for positive change and transformation.  We do our utmost to be early adopters that empowers us to help achieve our mission. We make every effort to be transformational leaders—we lead by example. We do not just put ourselves in our clients’ shoes; we try walking around in them for a while. We inspire people to think vast. We help empower people to turn their dreams into reality.  We strive to create value through imagination, creativity, and vision.  We encourage people to trust and act on their intuition.

 

 

 

We see positive possibilities in every individual and in every situation. 

We experience joy and self-expression through work. 

We are committed to personal excellence: continuous learning and self-improvement. 

We strive to build strong relationships through honesty, integrity, respect, open communication, and understanding.

We believe all human beings have enormous untapped potential. 

We endeavor to make a positive impact on the lives of those we serve. 

We support our fellow teammates.