The Dix Sampson Benefit
We believe it is imperative that you have one dedicated advisor in the center of your plan while having access to other professionals, all working together towards helping you achieve your goals.
Our professional wealth management team will coordinate with all of these professionals – for example your CPA’s and attorneys -- to help you reach your financial and legacy goals, while keeping the investments in line with your stated risk tolerance and investment objectives.
Our Services
For Individuals:
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Financial and investment planning
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Risk management
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Retirement planning
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Estate and wealth transition strategies
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Gifting and philanthropic strategies
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Educational funding
For Corporate & Non-Profit Institutions:
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Retirement Plan Services (Service provider search and review, pension committee services, plan fees and service benchmarking, participant education)
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Investment planning and endowments (Investment Policy Statement, risk tolerance and asset allocation, manger due diligence and selection, portfolio construction and ongoing due diligence, performance monitoring)
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Equity based compensation strategies
Corporate Executive Services:
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Strategies for concentrated equity holdings
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Restricted and control stock strategies
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10b5-1 Trading Plans
Investment Management for Individuals & Institutions:
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Individual stock, municipal, treasury or corporate bond, ETF and mutual fund portfolio construction based on income and growth needs
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Separately managed account wrap program and multi-manager separately managed account program
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Client directed investment advisory program
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Financial Advisor managed ETF portfolio
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Alternative Investments for accredited and qualified purchaser investors
