A complete list of active advisors currently associated with Echo Prudent Capital LLC

Warmer can help you find a great advisor at Echo Prudent Capital LLC or one who fits your needs even better.

Echo Prudent Capital LLC provides discretionary and non‑discretionary investment advisory services and financial planning to individuals, high‑net‑worth individuals, and not‑for‑profit organizations, including charitable organizations. Its ongoing services include developing tailored Investment Policy Statements, portfolio construction and monitoring, and the option to supervise only portions of a client’s overall portfolio when requested. The firm documents client goals, time horizons, and risk tolerances and applies a mix of methods — charting, fundamental and quantitative analysis, modern portfolio theory, and technical analysis — to build portfolios. Strategies described in the brochure span long‑ and short‑term trading and may employ ETFs (including precious‑metal ETFs), Treasury inflation‑protected securities, non‑U.S. securities, margin transactions and options, each of which the firm notes carries material risk. Distinctive features include serving charitable organization clients, a relatively uncommon client type for peers, and managing about $20.4 million of discretionary assets across a very small number of client relationships, which suggests concentrated assets per client. The brochure also discloses custody arrangements (including standing letters of authorization), use of Schwab and Merrill custodial services, and receipt of research or services from custodians (soft‑dollar benefits) that the firm says are managed through its policies.

To learn more about the advisors currently working at Echo Prudent Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.