Private Investment Firm

Prudent Man Investment Management, Inc.

Investment Details

Investor Type
Private Investment Firm

Asset Class Focus
Equity, Fixed Income, Real Estate, Commodities

Stage Focus
Growth, Late Stage, Buyout

Geographical Focus
United States

Industries Focus

  • Financial Services
  • Technology
  • Healthcare
  • Energy
  • Consumer Goods
  • Industrials
  • Materials
  • Telecommunications
  • Utilities
  • Media
  • Retail
  • Transportation
  • Consumer Services
  • Basic Materials
  • Consumer Non-Durables

Investment Size:
1,000,000 to 50,000,000 USD

Investor Details Founded: 1988

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.

Requirements
  • Accredited investors only
  • Long-term investment horizon
Contact

[Official Website Hidden]

[HQ Location Hidden]

[Email Hidden]

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Portfolio Companies
  • Dimensional Fund Advisors
  • Vanguard Group
  • BlackRock
  • Fidelity Investments
  • T. Rowe Price
  • Schwab Funds
  • American Funds
  • Dodge & Cox
  • PIMCO
  • JPMorgan Asset Management
  • Franklin Templeton
  • TIAA-CREF
  • State Street Global Advisors
  • Vanguard Total Stock Market ETF
  • Vanguard Total International Stock ETF
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