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When Do You Need a Will? Rightsizing for Retirement To Buy or Not to Buy
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Understanding Today’s Financial Environment

With over 40 years of experience, we are trained to assist our clients with long-term and short term investment strategies to meet all of life's challenging circumstances. We employ a combination of innovative and traditional tools, to address the individual needs of each client.

 

OUR BUSINESS AFFILIATES



First Financial Equity Corporation (FFEC) is a privately owned, full service brokerage firm which Dilday and Associates operates under. All securities and investment advisory services are offered through FFEC. Member FINRA/SIPC.

Hilltop Securities Inc. (formerly Southwest Securities) is the clearing and custodial institution for client accounts containing mutual funds, CDs or securities.

PGR Solutions (PGR) is the administrator of the investment model that Dilday and Associates offers to clients who are interested in the passive management of assets.  As the servicing platform, PGR is just one part of a three-part management system, while Dilday and Associates is the investment advisor and TD Ameritrade (TDA) is the custodian for the PGR accounts.

TD Ameritrade, as stated above, is the custodian for funds invested through the PGR program.  TDA uses funds developed and maintained by Dimensional Fund Advisors (DFA), also known for the science of investing.

Dilday and Associates recently welcomed Bank of the Internet Advisor (BofI) as a new on-line banking option for clients.  Bank of the Internet's interest rates for their checking and money market accounts often out-compete other banks, providing clients with another tool for portfolio diversification and money management.




 

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