Is Our Success.
We are a boutique asset management firm helping Individuals, Families, Businesses & Institutional Investors achieve their long term financial goals.
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The Dean Difference
Our long-term business and investment philosophy has led our clients to competitive returns.
We invest in excellence in people and practices to ensure that our clients receive unparalleled service.
We put client interests first, always. We actively listen to deliver the most effective financial strategies.
Growth Through Traditional Value Investing.
Our investment services utilize multiple valuation metrics to opportunistically identify companies trading below their intrinsic value. We are proud to offer:
Separately Managed Accounts
Dean’s Separately Managed Accounts can offer investors an alternative to traditional mutual funds.
Dean Mutual Funds
Dean offers two traditional pure
value approach mutual funds.