The investment and management process used by Prudent Investor Advisors, LLC is legally sound, academically oriented and cost efficient.

Legally Sound

We understand and apply the legal standards of the Uniform Prudent Investor Act and the Restatement 3rd of Trusts (Prudent Investor Rule) and keep current with the laws, regulations and issues that define the standards of modern prudent fiduciary investing. While these standards primarily govern the investment conduct of trustees of private family trusts, they also have a strong bearing on the investment conduct of fiduciaries in other fields of trust investing including public and private employee retirement plans and non-profit organizations.

Academically Oriented

Nobel Prize-winning research helps guide the investment process we use. Our access to leading financial economists and academically oriented product providers allows us to develop practical investment portfolios that are backed by solid economic theory.

Cost Efficient

A vast number of academic studies (as well as common sense) confirm that investment costs and taxes can have an enormous impact on investment performance. Among similar investments, the ones with the highest costs and taxes generally have the worst performance. We understand the negative impact that investment costs and taxes can have on investment performance. That’s why we work to identify and control the taxes and (visible and invisible) costs that impact investment performance.

Back to Previous

Privacy Policy

Prudent Investor Advisors, LLC © 2007

Legal Disclaimer