As a firm who takes pride in its disciplined approach to investing, we place a high importance on establishing an effective asset allocation that is designed to enable clients to live the life they envision. Asset allocation means establishing an... Read More
For immediate release: Overland Park, KS – Investor’s Business Daily (“IBD”) has named the Dean Small Cap Value Mutual Fund (DASCX) to its annual list of best mutual funds for 2017. The list recognizes funds in the U.S. Diversified Equity... Read More
Dean Investments has been chosen again by CNBC as one of 2015’s Top 100 Fee-Only Wealth Managers in the country. Rankings were based on management, average account size, client segmentation and growth of assets. Scores for each measure listed below... Read More
C.H. Dean Ranked in CNBC Top 100 Fee Only Wealth Management Firms
C.H. Dean would like to congratulate Cory Miller for being named one of the Dayton Business Journal’s 40 under 40 for the class of 2014! Cory has been extremely involved with the Dayton & Beavercreek community. Cory currently sits on... Read More
In the April/May 2014 issue of Morningstar magazine, Rob Wherry wrote an article about C.H. Dean titled “Smooth Transitions”. Published in the Undiscovered Managers section of the magazine, the article highlights the “smooth transition” of the Dean Small Cap Value Fund... Read More
C.H. Dean is pleased to announce that Cory Miller has been selected as the 2013 Young Professional of the year. The award is being presented by the Beavercreek Chamber of Commerce and is awarded to an individual between the ages... Read More
C.H. Dean Ranked in CNBC Top 100 Fee Only Wealth Management Firms
The 404(a)(5) and 408(b)(2) fee disclosures has certainly been the topic of choice in the 401(k) ERISA world lately. The complexities of the disclosures have thrown a wrench into some plans in regards to disclosing the information. Knowing that these... Read More
In the past few months you probably have seen on the news or read in the paper about several new regulations that are being put into effect across the nation starting July 1. Here are a few regulations that you... Read More