DEAN BENNETT ADVISORY SERVICES INC.

Overview

Dean Bennett Advisory Services Inc. is a small independent registered investment adviser operating as a corporation and run by an individual owner. The firm serves individual and family clients under a percentage-of-assets fee model and combines financial planning with discretionary portfolio management for individuals and small businesses. Advisory activities also include pension consulting and the selection of other advisers, and the firm conducts insurance brokerage business as part of its client service offering. Investment activity is concentrated in publicly traded securities, with a stated preference for equities. The firm acts as a capital allocator — using third-party managers and external funds where appropriate — and maintains a modest allocation to alternative real estate strategies. Dean Bennett Advisory Services Inc. does not position itself as an ESG-driven manager and operates on a localized scale rather than as a multi-state adviser.

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Public Holdings

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Location & Offices