Who We Are
We provide our clients with personal, transparent and consistent long-term investment management strategies.
Providing investment management services since 1988.
Prudent Man Investment Management, Inc. was founded in 1988, to provide our clients with an investment approach based on modern portfolio theory and our belief in market efficiency. We are a fee-only, SEC registered independent investment advisory firm providing portfolio management and planning services to clients throughout the United States. Since our inception, our investment philosophy has been based on our firm belief in global market diversification, passive investing tactics, and true asset allocation using institutional mutual funds that incorporate the most recent research from the financial academic community.
Our mission is to provide you with the best investment experience at a reasonable cost.
Our investment advisory services focus on the design and management of portfolios matched to your individual, family or corporate long-term investment objectives. Based on our client’s risk profile, we create every portfolio with the proper asset allocation to give you the greatest opportunity for success and flexibility. We are always striving to minimize costs within a client portfolio and are focused on reducing the impact of taxes. We employ core investing concepts in our holdings that allow us to own the productive capacity of the world’s capital markets, representing all asset classes (large, small, growth, value, international and emerging markets).
We have a broad background in managing the assets for various clients including:
- Family Trusts
- Charitable Trusts
- Corporate Sponsored Pension and Profit Sharing Plans
- Corporate Sponsored 401(k) plans
Many of our clients come to Prudent Man with a variety of investment accounts including:
- Taxable brokerage accounts
- Traditional and Roth IRA’s
- SEP and Simple Accounts
- Individual 401(k) Plans
- Annuities (Existing contracts only)