The DCM Mid Cap Value strategy from Dean Capital Management, LLC (“DCM”), an affiliate of C.H. Dean, LLC, has been awarded a Manager of the Decade Top Guns designation by Informa Investment Solutions’ PSN manager database, North America’s longest running... Read More
With the 2018 increase in federal estate tax limits, protecting one’s estate from taxes has become less important for many. Effective January 1, 2018, individuals can leave just over $11 million to heirs and pay no federal estate or gift tax. A married... Read More
Contrary to what you might think, financial independence isn’t just the result of enjoying a high income over the course of your career. It’s earned through two patterns of behavior: Making consistently good financial choices throughout your lifetime, and Maximizing... Read More
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