Who We Are
Dixon Mitchell was founded in 2000 by a small group of portfolio managers with a desire to do things differently. Our goals were to provide clients with a focused investment management approach, to align our interests with theirs, and to keep costs down. In other words, we established the firm to be a true steward of client wealth. Today, Dixon Mitchell is an independent, employee-owned investment counsellor looking after significant assets for a wide array of institutional and private clients.
What We Do
Over the course of two decades, our team has built and refined an investment process aimed at protecting capital and generating stable returns. Performance is only part of a comprehensive financial solution, however, and our recommendations always flow from a thorough discovery of each private client’s unique objectives and constraints. For institutions, this means understanding the organization’s investment policy, its funding sources and distribution requirements, and the profile of its stakeholders.