Prudent Man Investment Management, Inc.
Overview
Prudent Man Investment Management, Inc. is a fee-only, SEC-registered investment advisory firm founded in 1988, specializing in long-term, value-oriented equity strategies. The firm is headquartered in Louisville, Colorado, and manages over $325 million in assets. Prudent Man offers a range of services, including wealth management, retirement planning, asset class investing, tax planning, and corporate retirement plans. Their investment philosophy emphasizes global market diversification and true asset allocation, utilizing low-cost institutional funds and high-quality fixed income vehicles. The firm serves a diverse clientele, including individuals, families, estates, family trusts, charitable trusts, and corporate-sponsored pension and profit-sharing plans. Prudent Man's disciplined approach aims to provide clients with a positive and consistent long-term investment experience at a reasonable cost. Their team of experienced advisors works closely with clients to develop personalized investment management plans tailored to individual financial goals, life situations, and risk tolerances. By focusing on passive asset class investing and staying informed on the latest academic and empirical studies, Prudent Man strives to increase the likelihood of favorable long-term outcomes for their clients' portfolios. The firm's commitment to transparency and consistency has established it as a trusted partner in the investment community. Prudent Man's dedication to prudent investment practices and client success continues to drive its growth and reputation in the industry.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
Reach Prudent Man Investment Management, Inc. directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Prudent Man Investment Management, Inc.
What sectors does Prudent Man Investment Management, Inc. invest in?
Prudent Man Investment Management, Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Denver, Colorado, United States. Prudent Man Investment Management, Inc. is listed as a private investment firm in the ConnectSafely investor database.
What stage does Prudent Man Investment Management, Inc. invest at?
Prudent Man Investment Management, Inc. backs companies at Growth, Late Stage and Buyout, writing cheques of 1M - 50M.
Which regions does Prudent Man Investment Management, Inc. invest in?
Prudent Man Investment Management, Inc. invests across United States.
What companies has Prudent Man Investment Management, Inc. invested in?
Prudent Man Investment Management, Inc.'s portfolio includes BlackRock, Fidelity Investments, Franklin Templeton, State Street Global Advisors, Dimensional Fund Advisors, PIMCO, Vanguard Group and T. Rowe Price.
How do I contact Prudent Man Investment Management, Inc.?
Prudent Man Investment Management, Inc.'s contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
