Prudent Man Investment Management, Inc.
Prudent Man Investment Management, Inc., headquartered in Louisville, Colorado, is an SEC-registered, fee-only financial advisory firm founded in 1988. The firm manages over $323 million in client assets and specializes in personalized investment management, wealth management, retirement planning, tax planning, corporate retirement plans, and estate/trust accounts. With a team of experienced investment advisors, it serves individual investors, families, small businesses, foundations, and trusts, focusing on providing consistent, prudent, and transparent investment solutions to meet diverse financial goals.
Investment Strategy
Prudent Man follows a disciplined, systematic approach to investment management rooted in passive asset class investing and global market diversification. They manage client portfolios using low-cost institutional funds and high-quality fixed income vehicles, applying time-tested methodologies backed by academic and empirical research. The strategy emphasizes broad diversification, risk management, alignment with clients’ unique goals, and disciplined use of index funds, especially from providers like Dimensional Fund Advisors, to maximize the odds of favorable long-term outcomes at reasonable cost.
Top Holdings
Equity Positions (167)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DUSB | DIMENSIONAL ETF TRUST | 31.85% | $57.4M | 1,134,166 | $50.59 | $50.75 | -$170.4K |
D DFAC | DIMENSIONAL ETF TRUST | 28.79% | $51.9M | 1,499,282 | $34.59 | $35.84 | -$106.4K |
D DFUV | DIMENSIONAL ETF TRUST | 10.25% | $18.5M | 451,218 | $40.92 | $42.28 | -$32.7K |
D DFAU | DIMENSIONAL ETF TRUST | 8.46% | $15.2M | 376,342 | $40.49 | $42.36 | $0 |
D DFAI | DIMENSIONAL ETF TRUST | 8.43% | $15.2M | 520,351 | $29.20 | $34.57 | -$35.8K |