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We manage investments so that you can focus on the important matters

Why Fiduciaries Choose Us

Professionals choose Prudent Investors because of our expertise in working within the unique investment constraints of Conservators, Guardians, and Trustees.

We Help You Stay Compliant

Working with courts and other government entities gives us special insight in understanding the risk, return, and diversification mandates of the Uniform Prudent Investor Act (UPIA).

We Understand Your Needs

Our experience in managing assets for top public and private professional entities gives us services and skill-sets (i.e., Portfolio Evaluations, Tax Harvesting) that can strengthen your fiduciary business.

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Prudent Investing Under the California Probate Code