INDIVIDUALS AND FAMILIES | IRAs | TRUSTS | FOUNDATIONS | 401k AND 403b
Overview Bios Investment Outlook Proxy Voting Individuals and Families IRAs Trusts Foundations 401k and 403b Market Data Stock Ticker Calculator Financial Glossary i-Glossary		Dixon, Hubard & Feinour, Inc. Founded in 1981 Serving the investment management needs of: Individuals and Families IRAs and Retirement Funds Trusts and Estates Foundations and Endowments Corporations EXPERIENCE YOUR FINANCIAL FUTURE Since 1981, we have been working with clients to help them achieve their long-term financial goals. Through the bear markets of the '80s and the bull markets of the '90s, our studied, personal approach to investing has provided our clients with growth of capital and income, allowing them to lead richer, more financially secure lives. Our clients receive: continuous supervision of their investment portfolios strategies designed to maximize aftertax returns while minimizing risk individual attention and personal consultations accurate, easy-to-read reports and records over 100 years of combined professional investment experience PEACE OF MIND SOUND INVESTMENT MANAGEMENT Our aim is to provide solid performance under all market conditions. Utilizing the latest technology and research, we are constantly scrutinizing the securities markets for opportunities, or risks, that may affect your financial future. Making sound and rewarding investments while avoiding speculation is our highest priority. Our investment strategy is founded on this concept of balancing risk with reward. Managing your investment portfolio is our only business. We do not sell investment products or make loans. We provide a professional service on a fee-only basis. Dixon, Hubard & Feinour, Inc. is 100% owned by its principals. CONFIDENTIALITY WE'RE PERSONAL COUNSELORS Because circumstances and needs change, an ongoing, personal relationship between client and investment manager is essential. With the understanding that your affairs are strictly confidential, we get to know you, your financial situation, and your goals. We then design an individual investment strategy to meet your expectations for growth, current and future income needs and tax considerations. RELIABILITY YOUR LONG TERM GOALS Success in most endeavors involves a balance between risk and reward. That's especially true in the area of investments, where the opportunity for profit must be weighed against the potential for loss. At Dixon, Hubard & Feinour, we use prudent and proven investment strategies that seek a generous return on your investments while emphasizing preservation of capital. We believe a well-conceived investment plan should give appropriate emphasis to both short-term income needs and long-term capital appreciation. Tax-efficient investing is a major concern of ours. Your portfolio is managed to optimize aftertax return. AFFORDABILITY FINANCIAL RECORDKEEPING Call us. We have answers. We maintain your financial records and provide user- friendly reports. Our state-of-the-art account management systems allow us to provide you and your other professional advisors, such as accountants and attorneys, with vital and timely information regarding your investments. KNOW YOUR COSTS Our fees are set. Our simple asset-based management fee allows you to better know what your costs will be, and allows us to concentrate on achieving your financial goals. We offer our expertise and judgement to all our clients, all the time, not just when it is time to buy or sell. FEEL CONFIDENT WE'RE PROFESSIONALS Our professional staff combines over 100 years of investment management experience with backgrounds in law, estate planning, insurance and business management. With our focus on proven investment strategies and our commitment to client service, we are prepared to help our clients achieve their financial goals well into the next century.
P.O. Box 2768 601 S. Jefferson Street Suite 410 Roanoke, VA 24001-2768 Phone: (540) 343-9903 Fax: (540) 343-7684