You have goals.
Let us help you reach them.
At Prudent Man our mission is to deliver a positive and consistent long-term investment experience at a reasonable cost to you, the investor.
We develop a personalized investment management plan based on your financial goals, life situation and attitude toward risk. Our strategic and disciplined investment solutions include wealth management, retirement planning, asset class investing, corporate retirement plans, tax planning, and estate, foundation and trust accounts.
YEARS IN BUSINESS
Having been established in 1988, the advisors at Prudent Man have proven experience and a long track record of success.
UNDER OUR MANAGEMENT
Our clients have trusted us with a collective quarter-billion dollars.
SEC REGISTERED FIDUCIARY
Prudent Man Investment Management is an SEC registered, fee-only financial advisory firm.
What are your financial aims?
Partner with Prudent Man
We approach each of our client’s investments with the care and diligence we use in managing our own.
It’s this continuous dedication to our clients’ success that has made our firm what it is today.
Discover Prudent Man’s full array of services.
We take a systematic and sensible approach to wealth management. Our experienced investment advisors will build your portfolio based on your individual priorities, risk tolerance and life goals.
Asset class investing, also known as passive investing, offers lower risks and less costs through broader diversification. We can align you with the best index funds for your portfolio.
Careful tax planning throughout the year can not only help you save money, but help you plan and achieve your overall financial goals. At Prudent Man, we look at how taxes will impact your entire portfolio.
We look at our client’s entire financial picture from income to savings through retirement and legacy. Prudent Man is here to assist you as you work towards your life goals.
Corporate Retirement Plans
We take advantage of the capital markets as we seek portfolio growth and long-term sustainability for your corporate retirement plans, corporate sponsored pensions and profit sharing plans.
& Trust Accounts
We provide time-tested investment methodologies to protect and manage your estate, trust funds and your family. Contact us to discuss your estate or trust fund investment strategy.
Our Investment Philosophy
Investment Tailored to Your Individual Needs & Goals
Our investment philosophy and strategies are rooted in our firm belief in passive asset class investing and global market diversification. We manage our client’s portfolios using low cost institutional funds and the highest quality fixed income vehicles available. Our ability to access companies such as Dimensional Fund Advisors (DFA), allows us to provide our clients with the industry’s best selection of investment resources.
By researching and following the best academic, theoretical, and empirical studies produced by the financial and economic communities, we are able to develop strategies that increase the odds for a favorable long-term outcome within your portfolio. This philosophy is consistent with our mission to provide the best investment experience and value to our clients at a reasonable cost.
Ready to Take
Your Next Steps?
GET IN TOUCH
We’re happy to help you on the path toward a new financial future and a healthier portfolio. If you’re ready to learn more about partnering with Prudent Man, you can contact us in several ways: