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Mark Dixon

Partner, CPA, CFP®, CIMA®, Plante Moran Institutional Investment Consulting Practice Leader
Southfield Wealth Management

Experience

I specialize in providing consulting services to institutional investors and wealthy families. I lead our institutional investment consulting practice, which specializes in delivering services to qualified and nonqualified plans, endowments, foundation, and other not-for-profit organizations.
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Specializes In

My family — who was very into theatre and singing — fueled my love of music. My two brothers, our dad, and I still sing as a barbershop quartet when we get together.

Additional Thoughts

A strategic view to maximize returns
Investment committee members must understand each and every underlying investment, not only on a stand-alone basis, but also the role each investment plays within the context of the total portfolio in shaping overall investment strategy.
Mark Dixon Wealth Management
Article May 25, 2017 1 min read
Endowments should rethink the 5 percent rule
For decades, most endowments and foundations have lived by the five percent payout rule, safe in knowing that such prudent spending safeguarded their financial health.
Mark Dixon Wealth Management
Article May 05, 2017 3 min read