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Mark Dixon

CPA, CFP®, CIMA®, Partner, PMFA 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
Plan sponsors should beware the managed account default option
The world of 401(k) and 403(b) retirement plan sponsors has been somewhat nightmarish in recent years, marked by countless lawsuits over fees paid by participants for investment services. Now, those hoping to avoid being the next company in the headlines for the wrong reason are having to undertake a comprehensive audit of every fee charged to participants.
Mark Dixon Wealth Management
Article March 01, 2017 4 min read