About Prudent Man Investment Management
<p>From its base in Louisville in the Boulder–Denver metro area, Prudent Man Investment Management works as a fee-only, SEC-registered investment advisor with a long-term, disciplined approach to investing.</p> <p>Founded in 1988, the firm brings more than 38 years of experience across wealth management and retirement planning. Its investment work centers on global diversification, asset allocation, and asset class investing, with tax planning support where it fits the client’s situation.</p> <p>For employers, Prudent Man handles corporate retirement plans and profit-sharing plans and offers 3(21) fiduciary services for plan sponsors looking for documented investment advice while keeping final decision-making in-house. The firm manages $0.4B in assets (2026) across retirement and brokerage accounts for individuals, families, and businesses in Colorado.</p> <p>What sets the firm apart is its fee-only model paired with a consistent focus on disciplined portfolio construction and cost control.</p> <ul> <li>Fee-only, SEC-registered investment advisor</li> <li>3(21) fiduciary investment advice for employer plans</li> <li>Corporate retirement plan and profit-sharing plan support</li> <li>Wealth management, retirement planning, and tax planning</li> <li>Asset allocation and global diversification strategy</li> </ul>
Website: https://prudentman.com/
Founded: 1988
Office Locations
- Louisville, CO (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $370.0M
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | SOUTHWEST AIRLINES COMPANY, TX | $11.6B | 11,679 |
| FRONTIER AIRLINES, INC. 401(K) RETIREMENT PLAN | FRONTIER AIRLINES, INC., CO | $962M | 7,716 |