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Prudent Investors Network

EST. AUM
$515,799,473

CONTACTS
3

CLIENT ACCOUNTS
670

Firm Details

Metro area Los Angeles
CRD Number 127284
Website prudentinvestors.com
Client types

Overview

Prudent Investors is a fee-only, SEC-registered investment advisor providing portfolio management and financial planning services under a fiduciary standard of care. They specialize in asset management for both professional fiduciaries (trustees, guardians, and conservators) and households seeking diversified investment solutions. They are experts in helping their 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, Prudent Investors presents frequently around the country and has authored white papers about prudent investing under the UPIA.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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