A complete list of active advisors currently associated with Provident Investment Management, Inc.

Warmer can help you find a great advisor at Provident Investment Management, Inc. or one who fits your needs even better.

Provident Investment Management serves individual and institutional clients — including high net worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations — by providing discretionary and non-discretionary investment advisory services, portfolio management, and limited financial planning as part of its advisory relationship. The firm also offers management of “held-away” accounts (401(k)s, HSAs, annuities, 529 plans) through the Pontera platform and advises clients on implementation while custodial services are provided primarily through Charles Schwab. Provident’s investment process is a fundamental, bottom-up approach that emphasizes individual security research and active portfolio construction, with separate strategies for growth equities, a Dividend Total Return strategy, laddered fixed income, and occasional fixed income alternatives. Accounts are monitored continuously, with clients receiving quarterly account statements and periodic personal letters, as well as a monthly “Investment Comments” publication discussing the firm’s market views and portfolio changes. Compared with many peer teams, Provident manages a relatively large asset base for its size — roughly $1.13 billion across five advisors — and the brochure emphasizes performance-oriented goals (including the stated aim to “beat the market”) alongside client reporting and commentary, which the firm distributes to clients. The firm’s use of the Pontera order-management platform to integrate and rebalance held-away workplace accounts, its practice of seeking internal cross prices for fixed-income trades, and limited proxy-voting activity (handled by custodians except for one institutional client) are additional operational features that distinguish it from many peers.

To learn more about the advisors currently working at Provident Investment Management, Inc., 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.