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Prudent Investors is a fee-only, SEC-registered investment advisor providing portfolio management and financial planning services under a fiduciary standard of care.

We specialize in asset management for both professional fiduciaries (trustees, guardians, and conservators) and households seeking diversified investment solutions. We are experts in helping our clients navigate the unique aspects of trustee investing, including compliance with the Uniform Prudent Investor Act (UPIA). As a thought leader in the field of fiduciary investment management, we present frequently around the country and have authored white papers about prudent investing under the UPIA.

RELATIONSHIPS WE SERVE
  • Individually Settled Special Needs Trust (SNT) Relationships
  • 3rd Party SNT Relationships
  • Estate Plans including Individuals and Family Trusts
  • Retirement Plans including IRAs, Rollovers, Retirement Plans