Services

You can be confident that our investment advice is truly unbiased and is always looking out for your best interest. We believe the use of experienced third-party money managers is a crucial element in achieving long-term success. Our client accounts are only held at nationally recognized financial firms, such as Fidelity, TD Ameritrade, Pershing, and SWS Securities.

Custom Portfolio Design

Dillon Gage Private Wealth Management will design an investment management proposal based solely on an individual’s, family’s, or company’s risk tolerance, objectives, and time horizon. We do not believe in a “one size fits all” approach. Once you become a client, the service is just beginning. We continually monitor your portfolio to ensure the managers are performing at high levels in relation to their respective benchmarks. We monitor the managers to ensure they stay within the investment parameters that were originally outlined. We also maintain contact with our clients to ensure that their individual circumstances have not changed since the relationship was created to ensure maximum client service at all times.

Our Commitment

Customer service and satisfaction are Dillon Gage Private Wealth Management’s primary goals. Our commitment to service is the fundamental difference between Dillon Gage and other financial institutions. Over the years, we have earned the reputation for outstanding, personal customer service. We are truly committed to you
and your success.

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Victor McClure
President Dillon Gage Securities Inc.

Before investing in any product, consider your investing goals, time horizon, and risk tolerance, and the product’s investment objectives, options, risks, charges, and expenses. Contact us for the product’s prospectus (or equivalent document) and read it carefully. Past performance is not indicative of future results. There is always a risk of loss when investing in securities. Investment products are not guaranteed or insured by the Federal Deposit Insurance Corporation. The information on this site was drawn from sources considered reliable, but their accuracy and completeness is not guaranteed. We are not responsible for the content of any non-Dillon Gage websites linked to from this website. Nothing on this website may be construed as a recommendation to buy or sell any particular investment product, or as a solicitation of business outside the state of Texas. Fee-based products and services are offered by Dillon Gage Private Wealth Management, a service mark of Dillon Gage Securities, Inc., a registered investment advisor in the state of Texas. Insurance products are offered by Dillon Gage Insurance Agency, a service mark of Dillon Gage Securities, Inc., an insurance agency in the state of Texas. Brokerage products are offered by Dillon Gage Securities, Inc., a broker-dealer, Member FINRA, SIPC.