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Prudent Asset Management is an investment advisory firm located in Chicago, Illinois, dedicated to managing portfolios on a fee basis. The firm specializes in fee-based asset management and offers a full slate of planning services. We utilize the time-tested, academically accredited process of Modern Portfolio Theory to construct low cost, customized asset allocated portfolios to maximize returns for each client's respective risk profile. We work nationwide through referrals from accountants and attorneys. Through long, hard experience, and years of academic study, we have found that the markets do a dramatically better job of valuing the worth of a company than most of the professional money managers. Therefore, we do not invest in individual stocks, or try to guess which sector will outperform the market, or guess if the market is going to go up at all. Instead, we concentrate on finding the right asset allocation mix of exchange traded funds (ETFs), bonds, and low cost bond funds to meet your financial goals. In pursuit of this objective, we keep your investment costs to an absolute minimum and pay strict attention to taxes. The core management principals of the firm are asset allocated, diversified, tax friendly, low turnover portfolios. Exchange traded funds are utilized along with individual bonds and bond funds to create a portfolio designed to weather all markets. We are not stockbrokers or financial planners, and we do not have relationships with any other financial firm or fund family. We do not sell insurance, annuities, or any other products and we don't recommend individual stocks or engage in market timing efforts. We are a fee-only, independent investment advisor firm who specializes in managing investment portfolios for our clients. Since we are only compensated directly by our clients and on a fee basis (based off of a percentage of the client's assets) and receive no commissions or economic reward from any other party or investment product, we do not have conflicts of interest that tend to dominate the securities industry. With this no-conflict management system, clients can be assured that we only craft investment solutions and initiate security transactions that we believe are in our client's absolute best interest. We are pleased to offer you an initial complimentary consultation to determine if our services are appropriate for you and your family. You may contact us via this website, or directly through our offices in downtown Chicago at 312-553-9200 (10 S. LaSalle, Suite 3500, Chicago, IL 60603). We look forward to working with you. |
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