Strategic Portfolio Management: Where We Support

Investment Management

We’ve built our investment process around the requirements of the Uniform Prudent Investor Act (UPIA). For trustees and fiduciaries, investing is an area with the potential for personal liability because of their duty to comply with the UPIA.

Financial Planning

The economic and political environment is ever-changing with laws and provisions that impact your assets, investments, health care, and insurance. At Prudent, we help organize and simplify your life through a financial planning process tailored to you.

Portfolio Evaluation

Concerned about performance or whether a portfolio is taking too much risk or too little risk? We offer portfolio evaluations for professional fiduciaries and individuals who are concerned about their portfolio’s makeup.

Special Needs Trusts Planning

Our experience managing investments for Special Needs Trusts gives us unique insights into both private and court-supervised SNTs.

Expert Witness

Due to our familiarity with the Uniform Prudent Investor Act and its role within the California Probate Code, we are a trusted expert for attorneys seeking assistance in litigious cases.