Wealth Management

We follow a disciplined and proven approach to long-term investing based on a belief in global market diversification and true asset allocation.

Exceptional capabilities and proven experience in wealth management.

At Prudent Man Investment Management, we use our exceptional resources, deep experience, and highly skilled advisors to provide wealth management solutions to high net worth individuals, families, family offices and institutions. We’re focused on finding the right wealth management strategies and solutions that are tailored to your individual risk tolerance and long-term investment goals. We emphasize planning, global diversification, portfolio review and rebalancing, and the minimization of taxes and costs. Contact one of our experienced advisors to learn more.

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We provide personal and transparent wealth management strategies.

The most important step in our wealth management process is determining your investment objectives based on your individual risk tolerance and long-term financial goals. After we have taken the time to discuss your investment goals and objectives, our experienced investment advisors will work on your behalf, as fiduciaries, to set up your new accounts and transfer/consolidate all of your funds . We will continually monitor the status of your portfolio and provide recommendations based on your individual needs. We provide every portfolio with the proper asset allocation to afford our clients the greatest opportunity to minimize taxes, reduce trading and impact costs and maximize after-tax returns.

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Wealth management financial resources

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...

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It all starts with a conversation.

Speak with a Prudent Man investment advisor about managing your wealth