Provides investment advisory services to individuals and institutions that is comprehensive and confidential. We are registered with the SEC as a Registered Investment Advisor. We have over 17 years of experience in the financial services field, with assets under advisement over $100 million.

 

We have extensive experience in portfolio construction and analysis, money manager selection and evaluation, as well as retirement plan design and performance analysis. We work with some of the top managers in the country and obtain independent research and analysis of macroeconomic trends, as well as sector and company specific analysis form many of the industries most experienced experts.

 

Dean Danison is a Certified Investment Management Consultant, a member of the Investment Management Consultants Association, a member of the International Association of Employee Benefit Plans, as well as a member of the Tremont Merchant's Association. Dean is a 1975 graduate of Upper Arlington High School and a life-long U.A. resident.

 

Phone: 614-487-6040

2150 Tremont Center

Upper Arlington, Ohio 43221