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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.
36
YEARS IN BUSINESS
Established in 1988, Prudent Man has a proven track record of providing our clients with a successful investment experience.
$290,000,000+
UNDER MANAGEMENT
Our clients trust us to manage their retirement and brokerage assets for their lifetime and beyond.
Fiduciary
SEC REGISTERED
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.
Wealth
Management
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
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.
Tax
Planning
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.
Planning
for Retirement
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.
Estate, Foundation
& 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.