Services

Dean Investment Associates

Since our inception in 1972, we have adhered to a conservative, risk controlled value investment philosophy. We are bottom-up value managers who use multiple valuation metrics to opportunistically identify companies trading below their intrinsic value. We focus long-term and consistently apply value investing principles in all market conditions.

• Separately Managed Accounts
• Dean Mutual Funds
• Dean Capital Management

Dean Financial Services

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

• Wealth Management
• Investment Advisory
• Family Office
• Medical Practice Management
• Dean Pension Consultants