Asset Class Investing
At Prudent Man, we employ strategically passive investment strategies and asset class diversification to help reduce risk and increase the opportunity for return.
We focus on the factors of return that can help drive performance.
Asset class investing is based on identifying specific sub-asset classes or groups of securities with similar risk characteristics such as small or large company stocks, growth or values stocks, bonds and fixed-income securities. At Prudent Man, we determine the proper allocation of these assets for your individual portfolio based on your risk tolerance, size and value of your portfolio as well as your long-term financial needs and goals. Our goal, by employing our passive investing and asset class diversification strategies, is to help minimize risk and maximize potential returns through both the highs and lows of the financial markets.
We employ core investing concepts that allow us to own the productive capacity of the world’s markets.
Our asset class investing strategies are based on rigorous academic research, analysis and evidence – not on active investment strategies that look to pick individual stocks, bonds or alternative investments to “beat” the market.. Compared to the typical mutual fund portfolio, asset class investing with Prudent Man can offer global equity diversification, lower overall investment costs, improved tax efficiency, and appropriate risk exposure. We believe that passive and diversified asset class investing, along with the guidance and experience of a dedicated investment advisor, is the best way to achieve your long-term financial goals.
Asset class investing financial resources
Passive Investing: The Evidence
We have a new article and video to share with you. Both of these pieces do a nice job of reiterating points that some may be familiar with (or recently introduced to) regarding our investment strategy, in addition to discussing the research/information we use to...
read moreCalling a Stock-Market Top Is Only Half the Battle
A piece from the Wall Street Journal we thought would be a good reminder regarding behavior and its unintended results as the media continues to talk about market tops, and the ever present call for market declines. We are constantly stressing, and trying to inform...
read moreIt all starts with a conversation.
Speak with a Prudent Man investment advisor about managing your wealth
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
https://youtu.be/U8mUhl6OxiQ
