Prudent Man Advisors, Inc. provides investment advisory services to LGIPs for money market pools and fixed term pools. We also offer discretionary management, which includes investment advisory services to separately managed accounts and sub-advisory solutions. As experienced fiduciaries focused on managing governmental portfolios, our philosophy has consistently emphasized the safety of principal, provision of suitable liquidity and the generation of yield – in that order of importance. Within that framework, Prudent Man Advisors seeks to preserve its clients’ principal and maximize the interest income through disciplined bottom-up security selection and strong risk controls. Our investment process is grounded in the philosophy that the role of fixed income is to control and manage risk. As a result, risk controls are woven throughout our credit research and portfolio management processes.
FIXED TERM POOLS
Prudent Man Advisors serves as the Investment Advisor for the Term Series: a share class of certain local government investment pools serviced by the PMA companies. Term Series offers fund participants the opportunity to invest in a share class offering a fixed purchase and maturity date and a fixed rate of return. Each Term Series seeks to gain additional yield by aggregating investors into a single vehicle for larger block investing.
- Investment Advisory services
- Investment Advisory services with a sub-advisor
- Investment Advisory services for Term Series Pools