Discretionary Management

Prudent Man Advisors, Inc. is focused on serving the investment advisory needs of public funds investors. Led by professionals with decades of experience managing institutional fixed income portfolios, Prudent Man Advisors has over $6.7 billion of assets under discretionary management (as of June 30, 2018). Based on our years of experience, we understand the intricacies that are involved with achieving the investment management and financial goals of our public fund clients. We put the resources of our portfolio management, credit and trading teams to work for you when managing your account. In addition, we provide regular compliance and performance reporting, enabling us to act as an extension of your treasury and finance team.

Our Discretionary Management Services

As a fiduciary, we provide customized investment solutions to public entities. Our discretionary management offerings include investment advisory services to:

Our Discretionary Management Philosophy

Our discretionary management investment philosophy has consistently emphasized the safety of principal, liquidity and yield. Our investment approach is tailored around your investment policy, state specific guidelines, risk tolerance and overall goals.  From this, we build a portfolio of suitable investments reflecting asset classes and relative weighting.

Get to know our Prudent Man Advisors' team here.


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