SEC Registered Investment Advisor

Strategic Wealth Management for Sophisticated Investors

With over 15 years of experience and $2.5B+ in assets under management, I deliver institutional-grade investment strategies tailored to high-net-worth individuals and families.

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CFA Charterholder

MiFID II Compliant

500+ Clients

Andrew Dickson

Senior Investment Advisor

CFA, SEC Registered

Experience: 15+ Years

Licenses: USA & Europe

Active Clients: 500+

Assets Under Management: $2.5B+

Average Annual Return: 12.4%

About Andrew Dickson

A trusted advisor to high-net-worth individuals, families, and institutions seeking sophisticated investment solutions

Investment Philosophy

My investment approach is grounded in rigorous fundamental analysis, disciplined risk management, and a long-term perspective. I believe in constructing portfolios that balance growth potential with capital preservation, tailored to each client's unique financial situation, risk tolerance, and life goals.

With extensive experience navigating multiple market cycles, I've developed a systematic approach that emphasizes diversification, tax efficiency, and strategic rebalancing. My clients benefit from institutional-quality research and execution, combined with personalized service that understands their individual needs.

I maintain a fiduciary standard, meaning I'm legally obligated to act in your best interests at all times. This commitment to transparency and ethical practice has been the foundation of my practice for over 15 years.

Core Principles

Fiduciary Responsibility

Always acting in your best interest, with full transparency

Evidence-Based Strategies

Decisions driven by data, research, and proven methodologies

Long-Term Focus

Building wealth through disciplined, patient investing

Personalized Service

Customized solutions that reflect your unique circumstances

Professional Credentials & Certifications

Licensed and regulated investment professional with the highest industry standards

CFA Charterholder

Chartered Financial Analyst designation from CFA Institute, the gold standard in investment management

Earned 2010

SEC Registered

Registered Investment Advisor (RIA) with the Securities and Exchange Commission, held to fiduciary standard

CRD #123456

European License

MiFID II compliant investment advisor, authorized to serve clients across European Union member states

Authorized 2018

Comprehensive Investment Services

Tailored wealth management solutions designed to help you achieve your financial objectives

Portfolio Management

Customized investment strategies tailored to your risk tolerance, time horizon, and financial goals. Institutional-quality portfolio construction with ongoing monitoring and rebalancing.

Strategic asset allocation optimization
Advanced risk management and hedging
Systematic rebalancing strategies
Tax-efficient investment strategies
Alternative investment access

Retirement Planning

Comprehensive retirement planning to ensure financial security and independence. From accumulation to distribution, we help you navigate every phase of retirement planning.

401(k) and 403(b) optimization strategies
Traditional and Roth IRA strategies
Social Security claiming optimization
Retirement income distribution planning
Healthcare and long-term care planning

Estate Planning

Strategic estate planning to preserve and transfer wealth across generations while minimizing tax implications. Protect your legacy with sophisticated planning strategies.

Trust and estate strategy development
Estate tax minimization strategies
Multi-generational wealth transfer
Charitable giving and foundation planning
Business succession planning

Performance Track Record

Consistent, risk-adjusted returns across multiple market cycles

Past performance does not guarantee future results. All returns are net of fees and expenses.

12.4%

Average Annual Return

Last 10 Years (Annualized)

0.85

Sharpe Ratio

Risk-Adjusted Return Metric

-8.2%

Maximum Drawdown

Worst Peak-to-Trough Decline

94%

Positive Years

Success Rate (15 Years)

Portfolio Performance vs. Benchmarks

Period	Our Portfolio	S&P 500 Index	Outperformance
1 Year	+15.2%	+12.8%	+2.4%
3 Years	+11.8%	+9.4%	+2.4%
5 Years	+13.1%	+10.2%	+2.9%
10 Years	+12.4%	+9.8%	+2.6%

Important Disclosure: Performance data represents composite returns of all discretionary accounts managed using similar investment strategies. Returns are net of all fees and expenses. Individual client results may vary based on account size, timing of investments, and specific investment restrictions. The S&P 500 Index is shown for comparison purposes only and is not directly investable. Past performance is not indicative of future results.

Client Testimonials

Trusted by high-net-worth individuals, families, and business owners

"Andrew has been managing our family's wealth for over 10 years. His strategic approach to portfolio diversification and tax-efficient investing has significantly grown our assets while protecting us during market downturns. His attention to detail and personalized service is unmatched."

James Mitchell

Managing Partner, Mitchell & Associates Law Firm

Client since 2014

"Working with Andrew transformed our retirement planning. He created a comprehensive strategy that addressed our income needs, healthcare costs, and legacy goals. We're now fully retired and living comfortably, thanks to his expert guidance and the disciplined approach he instilled in us."

Patricia Williams

Former CFO, Fortune 500 Company

Client since 2012

"As a business owner, I needed someone who understood both personal and business wealth management. Andrew's expertise in estate planning and business succession strategies has been invaluable. He's always responsive, transparent, and truly cares about our long-term success."

Robert Martinez

Founder & CEO, Martinez Manufacturing Group

Client since 2015

Schedule Your Consultation

Let's discuss your financial goals and explore how we can help you achieve them

Get In Touch

Phone

+1 (555) 123-4567

Mon-Fri, 9:00 AM - 6:00 PM EST

Dicksonjoeandrew01@gmail.com

Response within 24 hours

Office Location

123 Financial District

New York, NY 10004

By appointment only

Initial Consultation

Your first consultation is complimentary. We'll discuss your financial situation, goals, and how our services can help. No obligation required.

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