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 our most popular consulting service for DIY investors. Our services are flexible and designed to meet a variety of needs, including:
- Research and Analysis: We analyze and recommend positions for portfolios. We also provide valuation of private businesses and public stocks, along with industry analysis.
- Retirement Planning: We help you prepare for later years using the best account types and strategies.
- Estate and Asset Protection: We offer guidance on protecting assets for beneficiaries.
- Real Estate Analysis: We offer residential real estate rental analysis and guidance.
- AI Consulting & Development: We provide advice and resources for individuals and businesses seeking to leverage artificial intelligence. This includes helping with custom AI tool development, data pipeline and integration, and strategic advisory.
Anthony J. Deem - Founder and President
Anthony is a dedicated financial advisor with 19 years of professional experience in the investment community. He specializes in providing comprehensive financial guidance to individuals and corporations.
Before founding Deem Asset Management, Anthony held positions in equity research and investor relations at firms including KeyBanc Capital Markets, Diebold Nixdorf, Cleveland Research Company, and Longbow Research.
A graduate of Walsh University with a bachelor's degree in finance, he remains actively involved with his alma mater. In his free time, Anthony enjoys golfing, snowboarding, and spending time with his family and friends. He is also a passionate developer of financial software for equity research.
Personal Financial Services
We are committed to helping individuals and families achieve their goals.
Comprehensive Financial Planning
Holistic assessment of your current financial situation
Goal-setting and strategy development for short and long-term objectives
Regular plan reviews and adjustments to keep you on track
Investment Management
Customized investment portfolios tailored to your risk tolerance and goals
Diversification strategies to balance growth and security
Regular portfolio rebalancing and performance reviews
Retirement Planning
In-depth retirement needs analysis
401(k) and IRA management and optimization
Business Financial Services
We understand that running a business comes with unique challenges.
Comprehensive Account Management
Owner and employee retirement account setup and management
Business succession and valuation planning
Strategic Tax Planning
Tax-advantaged investment strategies
Business structure optimization for tax efficiency
Flexible Management Solutions
Customized financial management styles to match your business needs
Regular financial health check-ups and strategy adjustments
