A complete list of active advisors currently associated with Prudent Management Associates

Warmer can help you find a great advisor at Prudent Management Associates or one who fits your needs even better.

Prudent Management Associates provides discretionary portfolio management and limited consulting services to high-net-worth individuals, charitable institutions, foundations, endowments, and corporate plans, managing approximately $1.23 billion for about 210 clients through a small team of advisors. Clients receive monthly custodial statements and quarterly performance and transaction reports, and advisory fees are charged as a percentage of assets under management. The firm constructs client accounts from a roster of primarily low-cost, no-load mutual funds (with ETFs used only in limited circumstances) and offers four risk-based model portfolios—Small, Moderate, Substantial, and All-Equity—tailored by asset allocation and rebalanced as needed. Fund selection combines quantitative screening, interviews with fund personnel, and a proprietary modeling process overseen by an investment committee that meets regularly to review allocations and market conditions. Compared with many peers, the firm’s public communications include client testimonials and references to third‑party ratings in its advertising and on its website, an approach that is relatively uncommon among similar team advisers. It also differs from many peers in overseeing more than $1 billion of client assets with a compact advisory team, and employees commonly invest alongside clients while the firm retains a policy of not voting proxies on clients’ behalf.

To learn more about the advisors currently working at Prudent Management Associates, 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.

You can also browse Prudent Management Associates's office locations.