Our Services
Asset Management
Investment accounts are managed by a financial advisor. Personalized financial planning is included. Advisor will invest in stocks, exchange-traded funds, mutual funds or fixed income securities. We primarily manage the following account types:
- IRAs and 401(k) plans
- Brokerage accounts for individuals and corporations
- Trust accounts
- Custodial and educational savings accounts
Financial Planning & Consulting
Creating an individual financial plan is the most common consulting service for DIY investors. Our services are flexible and designed to meet a variety of needs. For example, we can help with the following:
- Retirement Planning: We help you prepare for later years using the best account types and distribution strategies.
- Estate and Asset Protection: We offer guidance on protecting assets for beneficiaries.
- Research and Analysis: We analyze and recommend positions for portfolios based on business valuation and industry analysis.
Anthony J. Deem
Anthony is a financial advisor with 20 years of experience in the investment industry, providing strategic financial guidance to individuals, institutions and corporations.
Prior to Deem Asset Management, Anthony held senior and associate roles in sell-side equity research and investor relations. His background in institutional investment research provides clients with a disciplined, analytical approach to portfolio strategy and capital allocation.
Anthony earned a Bachelor’s degree in Finance from Walsh University and remains actively involved with his alma mater.
Outside of work, he enjoys golfing, snowboarding, and spending time with family and friends.
