Prudent Man Investment Management

At Prudent Man Investment Management, our mission is to provide a positive and consistent long-term investment experience at a reasonable cost to our clients. We are a dedicated team of registered investment advisors who follow a disciplined and proven approach to long-term investing based on a belief in global market diversification and true asset allocation.

Our Firm

Established in 1988, Prudent Man Investment Management is an SEC-registered, fee-only financial advisory firm dedicated to providing high-quality investment management services to individuals, families, and institutions. With over 34 years of experience in the industry, our team of advisors has a proven track record of success and has managed over $250 million in client assets.

Our Investment Philosophy

At Prudent Man, we believe in a disciplined and proven approach to long-term investing based on a belief in global market diversification and true asset allocation. We manage our clients' portfolios using low-cost institutional funds and the highest-quality fixed-income vehicles available. Our investment philosophy is rooted in our firm's belief in passive asset class investing and global market diversification. We also believe in the importance of continuous learning and staying up-to-date with the latest research from the financial and academic communities.

Our Services

At Prudent Man Investment Management, we offer a range of services designed to help our clients achieve their financial goals. Our services include:

Wealth Management: We take a systematic and sensible approach to wealth management, building personalized investment portfolios based on our clients' individual priorities, risk tolerance, and life goals.

Asset Class Investing: We offer asset class investing, also known as passive investing, which provides lower risks and lower costs through broader diversification. We can align our clients with the best index funds for their portfolios.

Tax Planning: We provide careful tax planning throughout the year to help our clients save money and plan for their financial goals.

Retirement Planning: We work with our clients to plan for their retirement, taking into account their income, savings, and legacy goals.

Corporate Retirement Plans: We help our corporate clients manage their retirement plans, ensuring portfolio growth and long-term sustainability.

Estate, Foundation, & Trust Accounts: We provide time-tested investment methodologies to protect and manage our clients' estate, trust funds, and family portfolios.

Get in Touch

Ready to take the next step towards a new financial future and a healthier portfolio? Our team is here to help. Contact us at (303) 436-1577 or through our website to learn more about partnering with Prudent Man Investment Management.