Broker Check

Investment Services

Dilday and Associates: What We Do

At Dilday and Associates, we thoroughly evaluate investment strategies before we offer them to our clients. Because of this research we can offer a new approach to investing that can apply to all types of investors, the young and experienced alike.

Investing for Individuals

Passive Investing

The PGR Solutions* (PGR) model is a passive investment model based on the academic research of U.S. market history. In contrast to chasing performance, "Position" investing, as practiced by PGR, focuses on well-diversified asset allocation and lowered costs in an effort to achieve results over the long-term.

Retirement Planning

The professionals at Dilday and Associates show clients how to structure their finances with investment tools such as traditional retirement accounts, brokerage accounts, and annuities. In addition, we have extensive experience helping clients to establish SEP IRAs and to convert corporate 401K plans so that the client maintains control over investments.

Life Income Generation

One of the many challenging questions people face is how to make their money earn money? With certain products we offer, we have the potential to grow your investments over time. We take pride in the services we offer so that our clients can meet the future feeling prepared.

Various Accounts We Service:

Investments

    EQUITY PROGRAMS

  • Common Stocks  
  • Mutual Funds 
  • Index Portfolios 

    FIXED INCOME PROGRAMS

  • Certificates of Deposit
  • Bonds
  • Treasury Bills
  • Government Securities
  • Treasury Notes

    ANNUITIES

  • Variable Annuities
  • Fixed Annuities

Financial Planning    

    BROKERAGE ACCOUNTS

  • Individual
  • Joint
  • Trusts
  • UTMAs

    RETIREMENT ACCOUNTS

  • Traditional and Rollover IRAs
  • ROTH IRAs
  • SEP IRAs
  • SIMPLE IRAs
  • Tax Plans
  • College Plans: 529s and UTMA 
  • Estate Plans  

    PENSION PLANS

  • Defined Benefit Plans 
  • 401Ks
  • Profit Sharing Plans
  • 403B Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

 

*PGR Solutions, LLC (PGRS) is an investment advisor registered with the Securities and Exchange Commission. The PGRS GAAS Portfolios are made up of funds managed by Dimensional Fund Advisors (DFA).

Dimensional Fund Advisors is an investment advisor registered with the Securities and Exchange Commission. Consider the investment objectives, risks, and charges and expenses of the Dimensional funds carefully before investing. For this and other information about the Dimensional funds, please read the prospectus carefully before investing. Prospectuses are available by calling Dimensional Fund Advisors collect at (310) 395-8005; on the Internet at www.dimensional.com; or by mail, DFA Securities Inc., c/o Dimensional Fund Advisors, 1299 Ocean Avenue, Santa Monica, CA 90401.

PRINCIPAL RISKS OF INVESTING

The principal risks associated with an investment are fully described in the prospectus in the section called "Principal Risks." The value of an investment will fluctuate based on economic, political, and stock-specific events, and there is a chance you will lose money. Small company stocks may fluctuate more in price than those of large companies. Stocks of non-US companies may also fluctuate due to these factors and expose investors to fluctuations in currency exchange rates. The stocks of companies in emerging markets are subject to additional risks due to the unstable nature of some governments and the small and illiquid nature of their securities markets. The use of derivatives to hedge specific risks may increase expenses, and there is no guarantee that a hedging strategy will work. Past performance is no guarantee of future results.

Mutual funds distributed by DFA Securities Inc.