Steve Dixon, CFA

Steve Dixon, CFA
Working with individuals to manage their portfolios, Steve Dixon takes a long-term, disciplined approach with a bias toward protecting against downside risks. He believes it’s a mistake for any financial professional to think they have all the right answers. He focuses on diversification and making sure Birchwood clients are in a position of not having to react to what’s going on in the markets. Whether the markets are going up or down, Steve strives to establish portfolios that help create a stable path.
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