Fee Only, SEC Registered Investment Management Firm
Prudent Man is a fee only, SEC registered independent investment advisory firm located in historic downtown Louisville, Colorado.
We provide our clients with a personal and transparent investment experience.
Prudent Man Investment Management was founded in 1988 in Denver, Colorado based on a simple belief in providing our clients with a personal, transparent and consistent investment experience. We’ve built our firm around our clients’ individual investment needs and goals, while demonstrating trust and integrity as a fiduciary in every action we take. Our belief in modern portfolio theory and market efficiency, in addition to our commitment to a passive, multi-asset class model of investing has helped Prudent Man grow to over $225 million of assets under management. We pride ourselves in building lasting relationships with our clients that span generations.
We follow a disciplined and proven long-term approach to investing.
Our disciplined and proven approach to long term investing is based on a belief in global market diversification and asset class allocation through the use of low-cost institutional funds created by using the best academic research that the financial and economic communities have produced. We use this information to inform every decision that we make in order to develop a personalized portfolio tailored your long-term financial goals. We pride ourselves in managing every client’s portfolio as a fiduciary with the care and diligence taken in managing our own. Our goal is to provide you with the best investment experience at a reasonable cost.
Meet our experienced team
Ron Proctor
Chief Investment Officer
Chris Reading
Owner, President
and Senior Portfolio Manager
Keith Diamond
Executive Vice President
and Senior Portfolio Manager
Carol Johnson
Portfolio Manager and Senior Financial Planner
927 Main St
Visit our downtown Louisville office
Located at 927 Main Street, Louisville CO 80027
Prudent Man and Dimensional Fund Advisors
Our partnership with Dimensional Fund Advisors gives us the best opportunity to construct well diversified, passively managed portfolio for our clients. Prudent Man has an on-going relationship with a low-cost institutional fund manager, Dimensional Funds Advisors...
The Importance of Advice
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