Deem Asset Management

The firm provides fee-based portfolio management for individual investors and also offers hourly asset management consulting, including financial planning, real estate investment analysis, and a separate AI consulting and development service. Its brochure also lists a broad mix of clients beyond typical retail households — including pension and profit-sharing plans, foundations and charities, corporations and other institutional accounts — alongside its individual accounts.

Investment decisions are made on a limited discretionary basis and are informed by suitability profiles and periodic reviews, with custody and trade execution handled through a third‑party custodian. The firm uses a proprietary AI-assisted equity research system called ADVYZE (built on a graph-based retrieval-augmented generation design) as an analytical aid, and may implement hedging strategies in client accounts using put options, ETFs, or short positions when deemed suitable.

What distinguishes the firm from many solo independent advisors is the combination of a relatively broad institutional and charitable client base with in‑house AI research and a fee-based AI consulting offering; the brochure describes specific safeguards such as human review of AI outputs and a code of ethics policy that prohibits proprietary trading on ADVYZE-generated recommendations. The principal also operates a separate residential rental business and provides real estate advisory work on an hourly basis, while retaining that the firm does not manage physical client properties.