Prudent Management Associates

EST. AUM
$1,137,447,848

CONTACTS
6

CLIENT ACCOUNTS
616

Firm Details

Metro area Philadelphia
CRD Number 16691
Website prudentmanagement.com
Client types

Overview

Founded in 1982, Prudent Management Associates is a SEC registered, fee-only investment advisory firm. PMA manages about $1 billion in client assets for high net worth individuals, multi-generational families and not-for-profit organizations. PMA's guiding investment principle is the management of risk - investors should take no more risk than is required to achieve a return appropriate for a given set of goals. Because investors do not know the future, a steady process that balances the art and science of investing is critical to success. Rigorous analysis and thoughtful pragmatism have been at the core of PMA since its beginning.

Platform Details

Investment Preferences

Alternative Activity