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Berkshire Money Management, Inc
Distance: 4.8 Mi1450 E Street Ste 8
01201 Pittsfield -
American Investment Services
Distance: 35.2 MiPO Box 1000
01230-1000 Great Barrington -
Aic Investment Advisors, Inc.
Distance: 35.6 Mi30 Stockbridge Rd
01230-1861 Great Barrington -
Children's Museum at Holyoke, Inc.
Distance: 45.0 Mi444 Dwight Street
1040 Holyoke -
St. Germain Investment Management
Distance: 50.1 Mi25 Main St
01089-3905 West Springfield
Website Links
Description
Donald R. Dion, Jr. founded Dion Money Management to provide his family and a select group of families, trusts, businesses, and not-for-profit organizations with private portfolio management services. The mission of our firm is to provide our clients with conservative, long-term capital appreciation while taking advantage of the market's short-term fluctuations. Furthermore, our clients receive our undivided attention to service and detail. To accomplish our mission of helping our clients, we design mutual fund portfolios using primarily no-load funds1 through Fidelity Investments Institutional Brokerage Grou's FundsNetwork or Schwab's One Source Funds. In our affiliated newsletter, Fidelity Independent Adviser, we publish the results of our proprietary investment strategies as implemented through model portfolios. We believe the performance of our newsletter model portfolios, along with our growing subscriber base, have enabled us to become one of the world's leading investment...