About Us

Who is Don Dion?

Donald Dion serves as Publisher and Chief Investment Strategist of Fidelity Independent Adviser, which provides various newsletters to  nearly 100,000 subscribers. In addition, as president and founder of Dion Money Management, Don Dion is the primary architect of Dion investment strategies.  Dion Money Management manages $840 Million as of June 1, 2007 and is responsible for creating custom portfolios for its clients, as well as monitoring their performance. Don Dion has over 25 years of experience with the stock market.  Through founding and running two publicly traded companies, Don developed his expertise in analyzing financial statements of companies to uncover investment opportunities for his clients.  His experience has enabled him to work closely with many mutual fund managers as well as with successful institutional investors. 

Don’s career began at the international accounting firm, Ernst & Young, as a certified Public Accountant.  He later joined the renowned law firm of Warner & Stackpole in Boston, where he practiced corporate and tax law until 1985.  Don then became the Executive Vice President of Finance, Treasurer and Director of the Patten Corporation and later founded Patten Financial Services Corporation, where he served as President for 2 years.

Mr. Dion subsequently founded Litchfield Financial Corporation, where he served as the Chairman and Chief Executive Officer for eight years.  He managed the initial public offering of Litchfield in 1992, which was acquired by the Textron Financial Corporation in 1999.  Don earned his B.A. at Saint Michael’s College, his J.D. from the University of Maine School of Law, and his LL.M. degree in Taxation from the Boston University School of Law.  Mr. Dion is a licensed attorney in the Commonwealth of Massachusetts and the State of Maine.  Having passed NASD Series 7 and Series 65 exams, Mr. Dion is an investment advisor representative registered in the Commonwealth of Massachusetts and the State of Florida.          
             
Goals of Fidelity Independent Adviser

Getting the right information is critical to any active investing strategy, but in today’s fast-moving market, there’s one thing that’s more important, getting the information you need.  The goal of Don Dion’s, Fidelity Independent Adviser,is to help investors from all experience levels gain the knowledge necessary to learn and participate in financial opportunities of all sorts.  From our conservative retirement income portfolio to our aggressive growth model, our portfolios deliver investment returns that are aimed to balance risk and reward at each level.  The Fidelity Independent Adviser features easy-to-follow models for both aggressive and conservative investors, including portfolios optimized for growth, growth and income, retirement income, international investments, and tax efficient funds.  These trusted newsletters track and rank more than 150 fidelity mutual funds and over 50 other mutual funds available through Fidelity’s network, which has enhanced our reader’s knowledge of investment since 1996!  From personal growth, to real estate, to stocks, bonds and options, our goal is to help you increase your profits.

And even better, you can subscribe to the newsletters that best match your goals for each area of your investment portfolio.  Choose from:

Monthly Subscriptions:

	Fidelity Independent Adviser This newsletter focuses on portfolios and giving advice by Tracking and ranking more than 150 Fidelity and no transaction fee mutual funds Providing easy-to-follow models for both aggressive and conservative investors Providing portfolios optimized for growth, growth income, retirement income, international investments, and tax-efficient funds Providing you with monthly market commentary
	Fidelity Independent Adviser’s: Retirement Income Guide This newsletter focuses on portfolios and giving advice to help retirees: Protect wealth Generate retirement income Make strategic moves in anticipation of the market React quickly to changing market conditions
	Don Dion’s: ETF Report This newsletter focuses on portfolios and giving advice by: Cover all ETFs from iShares to boutique companies in all asset classes, plus growth, growth and income, international, retirement, income and sector model portfolios. Giving you a new way to participate in sector markets Giving your portfolio sector exposure in a diversified, cost-effective way Updating and adjusting monthly model portfolios
	Fidelity Independent Adviser’s: Health and Wealth Adviser This newsletter focuses on portfolios and giving advice by: Bringing you a total plan for health and wealth in retirement Providing portfolio tips to increase your retirement savings Giving you information on health that will further enhance your retirement years
	Fidelity Independent Adviser’s: 401K Accelerator  This newsletter focuses on portfolios and giving advice by: Giving advice to grow your 401K Providing you with monthly market commentary Giving you advice on how to allocate your portfolio in the appropriate funds Providing portfolios optimized for growth, growth income, retirement income, international investments, and tax efficient funds

Weekly Subscriptions:

	Fidelity Independent Adviser’s: PowerShares Momentum Tracker This newsletter focuses on portfolios and giving advice by: Following 30 PowerShares sector ETFs every week Ensuring that you’re positioned in the top 5 performers Relying on a system that analyzes the complex forces of supply and demand on securities prices  Pinpointing the funds that are on an upswing and those that are trending down
	Fidelity Independent Adviser’s: Sector Momentum Tracker This newsletter focuses on portfolios and giving advice by: Employing strictly quantitative approaches for its buy-and-sell strategy Telling you which 10 funds to invest in and which ones to sell each and every week Focusing only on the Top 10 Performing Fidelity Select Funds at all times
	Fidelity Independent Adviser’s: ETF Momentum Tracker This newsletter focuses on portfolios and giving advice by: Tracking exchange-traded funds by using a quantitative approach Giving you advice on how to allocate your portfolio in the appropriate funds Following a trading strategy that monitors and evaluates 26 iShares ETFs Determining the Top 5 ETF funds each week

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