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 on long-term investing and consistently apply traditional value investing principles in all market conditions.

Separately Managed Accounts

Dean’s Separately Managed Accounts can offer investors an alternative to traditional mutual funds.

Our portfolio managers will build you a customized portfolio based on one of our investment strategies.

Dean Mutual Funds

Dean Investment Associates, LLC serves as investment advisor to the Dean Small Cap Value Fund and the Dean Mid Cap Value Fund, which are distributed by Unified Financial Securities. Both Funds are open. Dean Capital Management, an affiliate of Dean Investment Associates, is a registered investment advisor and provides portfolio management services to the clients of Dean Investment Associates.

Wealth Management Services

Wealth brings with it many challenges and opportunities. At Dean, our skilled and seasoned team of financial specialists understands that each of our client’s goals, circumstances, and definitions of success are unique. Our goal as your trusted financial advisor is to help simplify the wealth management process and guide you toward the achievement of your financial goals.

Retirement Planning

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Customized solutions to meet your long term financial needs

Retirement Planning

At Dean, our skilled and seasoned team of wealth managers understands that each of our clients’ goals, situations, and measurements of success are unique. That is why we work diligently to understand our clients, first. We then take this information and build a customized plan that meets both their immediate needs, as well as their long term financial objectives. Add to this Dean’s high level of personalized service and attentiveness throughout the process and you have a retirement plan that is bound to achieve success.

Asset Management

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Customized asset allocations designed to preserve capital and provide competitive returns through lower volatility

Asset Management

Our wealth management team implements and executes a distinct and disciplined investment process that reflects our firm’s investment philosophy – to preserve capital and provide competitive returns through lower volatility.

Our team of wealth managers utilizes both our separately managed account strategies and our investment consulting process to construct customized asset allocations that are aligned with both your risk tolerance and your long term financial objectives.

Tax & Accounting

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Our CPAs and accountants can help plan for the future while keeping you or your company in compliance today

Tax & Accounting

Many of our clients trust us to handle not only their personal investments and wealth management needs, but to also provide tax and accounting services. Our CPAs and accountants offer a wide range of services including, but not limited to, tax planning and preparation for individuals and all entity types, accounts payable, bookkeeping, compensation design, cash flow analysis, contract negotiations, and a variety of other financial services. Our ability to understand your financial situations both at personal and corporate levels allow us to custom tailor solutions to meet your objectives.

Family Legacy Planning

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Our clients continue to trust us to serve their families one generation after another

Family Legacy Planning

Families with significant wealth face a unique set of challenges and possibilities. Our clients rely on us to help them navigate the increasingly complex financial situations that often require the expertise of numerous financial professionals.

With Dean, the majority of the experts you need are already in one place. In keeping with our commitment to personalized service, we designate a Family Office Executive Manager who acts as your personal liaison and oversees all efforts on your behalf. Your Executive Manager not only leads your team of wealth managers and tax experts, but also coordinates the efforts of other professionals you have engaged such as attorneys, bankers and insurance agents. Coordination prevents expensive duplication of efforts, skewed diversification of your investment portfolio and project overlap.

Business Advisory Services

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Businesses have trusted us for years to act as their outsourced CFO and Trusted Business Advisor

Business Advisory Services

When it comes to navigating your business in a complex and ever evolving marketplace, you need a partner you can trust. That’s why we are so proud that clients have depended on us to fill the role of Chief Financial Officer and outside business advisor to their companies. Our wide range of service offerings allows us to address a variety of challenges you may face as a small business owner. We take a focused, personalized approach to the needs of each of our clients and design solutions that will help their business thrive. Services we provide to our business clients include:

·  Financial Statement Preparation and Analysis
·  Tax Preparation and Planning
·  Strategic Planning
·  Management Consulting
·  Accounts Payable & Payroll Services
·  Cash Management
·  Compensation/Bonus Design
·  Retirement Plan Design and Consulting

Retirement Plans

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Consulting, Administrative and Investment services for your business’s benefit plans

Retirement Benefit Services

Our retirement planning and investment consulting professionals develop and manage open architecture retirement plans that are designed to reflect the needs and values of your company. Our highly skilled team will analyze your current situation and evaluate your future needs to customize a retirement plan that meets your business’s objectives. We provide full, custom solutions from plan evaluation and design, investment program development, and ongoing employee education, to retirement plan administration.

Asset Management Strategies

SEPARATELY MANAGED ACCOUNTS

Dean’s Separately Managed Accounts can offer investors an alternative to traditional mutual funds. Our portfolio managers will build you a customized portfolio based on one of our investment strategies.

INVESTMENT CONSULTING GROUP

Our group of investment advisors uses our preferred list of mutual fund managers to create a custom allocation to meet your needs.

Investment Consulting Group

Our investment consulting group works diligently to seek out outside money managers that fit with our investment philosophy – to preserve capital and provide competitive returns through lower volatility. What this means for you is more diversification and customization throughout your asset allocation.

The investment consulting group meets on a quarterly basis to do ongoing due diligence, as well as evaluate new opportunities for our clients. Our platform of recommended mutual funds expands across all areas of the market. This allows our team of wealth managers the flexibility to customize an asset allocation that meets your specific needs both now and in the future.

DEAN MUTUAL FUNDS

Dean Investment Associates, LLC serves as investment advisor to the Dean Small Cap Value Fund and the Dean Mid Cap Value Fund, which are distributed by Unified Financial Securities. Both Funds are open. Dean Capital Management, an affiliate of Dean Investment Associates, is a registered investment advisor and provides portfolio management services to the clients of Dean Investment Associates.