Firm History

Prudent Man Investment Management, Inc. was founded in 1988, to provide our clients with an investment approach based upon modern portfolio theory and our belief in market efficiency. Since our inception, we have provided our clients with an investment philosophy that uses the most recent research from the financial academic community.

We believe this approach to investing will yield positive long-term results for our clients. Thus, it is our commitment to the passive, multi-asset class model of investing that has helped Prudent Man grow to over $150 million of assets under management.