Prudent Man Investment Management

Retirement Plan Advisor

Louisville, CO

About Prudent Man Investment Management

Prudent Man Investment Management is a dedicated team of SEC-registered, fee-only investment advisors based in Louisville, Colorado, offering personalized and transparent financial guidance. Established in 1988, the firm has over 38 years of experience providing wealth management, retirement planning, asset class investing, tax planning, and corporate retirement plans. They emphasize a disciplined, long-term investment approach rooted in global market diversification and asset allocation. Prudent Man helps clients achieve financial goals with strategic solutions, including managing corporate retirement plans and profit-sharing plans. As fiduciaries, they prioritize clients' success, managing over $370 million in assets, including retirement and brokerage accounts, and serving individuals, families, and businesses across Colorado. Their philosophy is consistent with providing the best investment experience at a reasonable cost.

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

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