A complete list of active advisors currently associated with Prudent Investment Advisors, Inc.

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

Prudent Investment Advisors, Inc. provides discretionary portfolio management primarily for individuals and retirement accounts and operates a small, concentrated practice (one advisor, 14 clients) managing approximately $7.4 million in discretionary assets. The firm advises on a broad range of securities, including listed and over‑the‑counter equities, corporate and municipal debt, U.S. government securities, options, and mutual funds. The firm combines fundamental analysis with a longer‑term outlook and technical analysis (indexes, averages, trends, and charts) to formulate investment advice and typically manages client accounts on a discretionary basis with written authorization. Accounts are reviewed at least annually, the advisor bills on a percentage‑of‑AUM basis, and the firm does not charge performance‑based fees. The president is a CPA who provides accounting, auditing, and tax services on a full‑time basis and is the sole officer and shareholder, reflecting an affiliation with accounting practice that is uncommon among independent advisers. The brochure also indicates the firm serves charitable organizations, a less common client type for peers, and the firm states it does not accept custody of client funds or receive brokerage incentives.

To learn more about the advisors currently working at Prudent Investment Advisors, 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.