Client Profiles
Prudent Man Investment Management, Inc. has a broad background in managing the assets for various clients. This includes:
- Individuals
- Estates
- Family Trusts
- Corporate Investment Plans
- 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. Therefore, we are responsible for managing the following types of accounts:
- Taxable accounts
- IRA's
- SEP and Simple Accounts
- Individual 401(k) Plans
- 403(b)'s
- Annuities
