Dean Financial Services offers a conservative, holistic and personal approach to portfolio management. We know that your assets are a testament to many years of hard work and discipline, and you expect the same level of commitment from your financial advisor in order to preserve and grow those assets.
Our specialized investment strategies for individuals, families, and foundations are always guided by the personal needs and objectives of our clients. To achieve this, we have created a process of careful asset allocation, manager selection, rebalancing and reporting that has helped our clients alleviate the investment pitfalls that many investors experience.
Whether your goal is to diversify your current portfolio, develop investments as part of an individual wealth management strategy, or create a robust foundation investment plan, our Investment Consulting Group’s independence, objectivity and open architecture allow for a wide range of money managers and mutual funds that have led to consistent risk-adjusted returns for our clients.
Our team of dedicated wealth management professionals adhere to a meticulous process to create, build, and manage your personal portfolio. Below is an overview of our typical portfolio creation and management approach:
- Determine your risk/return requirements, goals and objectives with your personal Dean Financial Advisor.
- Develop an Investment Policy Statement with your Dean Financial Advisor that establishes discipline and understanding between you and Dean of the investment goals, objectives, and policies applicable to your assets.
- Combining of your return requirements and risk tolerance to develop the appropriate mix of asset classes.
- Our independent, open architecture platform allows for the review and potential inclusion of any of the over 16,000+ mutual funds and 6,000+ managers on SMA platforms in your portfolio.
- Rebalancing of your portfolio, as market events tend to cause allocations to drift away from the predetermined mix. When your risk/return characteristics become out of sync, we will work with you to rebalance your portfolio back to the original asset allocation targets.
Additional adjustments to portfolios are made according to your personal needs and changes in the market. We recognize that the investment consulting process is one of continuous change in response to your personal needs and the dynamics of the market.