Comprehensive Financial Management

C.H. Dean is a comprehensive financial management firm designed to personally address the complex financial needs of investors, businesses, and high net worth individuals. As a trusted financial advisor, we put our clients’ interests first in all that we do.  Experience the Dean Difference.

 

In Observance of the upcoming Holiday on September 1st our offices will be closed.  We will reopen on September 2nd at our regularly scheduled hours.

Dean Investments chosen as one of 2014’s Top 100 Fee-Only Wealth Managers

Dean Investments has been chosen by CNBC as one of 2014’s Top 100 Fee-Only Wealth Managers in the country.  Rankings were based on criteria that included assets under management, average account size, client segmentation and growth of assets.  These criteria were weighted according to a proprietary formula developed by CNBC to arrive at the final rankings.

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Dean Investment Associates

Dean Investment Associates, LLC, serves as an investment advisor to the Dean Small Cap Value and the Dean Mid Cap Value Fund, which are distributed by Unified Financial Securities. Learn more about our investment products.

Dean Small Cap Value Fund Exceeds $100 Million

July 2013

Dean Investment Associates (DIA) is pleased to announce that the Dean Small Cap Value Fund (DASCX) has exceeded $100 million in assets under management as of July 10th, 2013. The open-end mutual fund was launched in 1997.  The current sub-advisor, Dean Capital Management (DCM) in Overland Park, Kansas, took over management of the fund in June 2008. 

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C.H. Dean News

$78 billion Ohio PERS Hires Dean

January 2013

As reported in the December 2011 Emerging Manager Monthly issue, the $78.1 billion Ohio Public Employees Retirement System has hired 10 emerging managers to handle a total of $400 million. Dean Investment Associates was selected as the multi-cap value manager and was allocated $50 million.

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Dean Financial Services

Founded in 1965 as the first business group of C.H. Dean, Dean Financial Services has a proud tradition of developing holistic programs to help our clients achieve their financial goals. Learn more about our full range of services.

Our Commitment to Client Service

Founded by Chauncey H. Dean in 1965 as an accounting and financial management company, C.H. Dean has grown into a comprehensive financial management firm offering a complete range of holistic financial services and investment products. What’s the secret to our success? Well, it’s really no secret at all. We follow the timeless wisdom of our founder Chauncey Dean, who believed that we should always “treat our clients the way we would like to be treated, because our clients value the same things we do; consistent investment performance and superior levels of service.”  We have a diverse team of talented, experienced financial professionals who specialize in helping our clients achieve their goals. I invite you to Experience the Dean Difference.

Talk to Us

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Conveniently located in the Pentagon Tower in Beavercreek, Ohio, The Dean Team is always available to serve you. We welcome the opportunity to learn more about you and your specific financial objectives. Whether you would like to arrange a personal meeting at our offices, ask us questions on the telephone, or send us an email message, we make it easy for you to contact us. We hope that you will consider starting a dialogue with us about your financial future.

News and Events

Morningstar Highlights Dean Small Cap Value Mutual Fund

May 12, 2014

“Smooth Transitions”, by Rob Wherry Undiscovered Managers section of Morningstar Magazine April/May 2014 In the April/May issue of Morningstar magazine, Rob Wherry wrote about C.H. Dean in the Undiscovered Managers section of the magazine.   More specifically, the article highlights the “smooth transition” of the Dean Small Cap Value Fund (DASCX) to a new investment ...

The Dean Difference

At Dean, our core values reflect a dedication to personalized service, attentiveness to our clients’ needs, and careful development of a disciplined team of skilled financial professionals. We offer a full range of premium financial services, and our holistic approach to financial management is focused on helping our clients achieve sustainable success. As a trusted financial advisor, we put our clients’ interests first in all that we do.


			

Personalized Attention Exceptional Expertise Teamwork Commitment