Asset Management : Prudeo Partners

ASSET MANAGEMENT

Investing might be simple, but it's not easy.

We can help with that.

In theory, investing is simple, but that doesn't make it easy. How do you know you are making the best choices to ensure success in your future goals? With a little planning and prioritization, you can make informed choices and take charge of your financial destiny. Let us show you how our innovative investment process can help.

We can help define, prioritize and recommend a strategy that aligns with your financial needs and aspirations.

We manage your assets in the most cost-effective manner possible.

Maximize the Potential of Your Assets

We have a client-centric approach when it comes to asset management. We understand your goals and offer investment advice on:

Duration
Protection
Fund Selection
Screening & Monitoring Criteria

It made me feel extremely comfortable working with them knowing they had mine and my family’s best interest at hand.

Trevor Hall

Client was not compensated for this testimonial and was a client at the time of recording, 10/26/21.

Asset Management FAQ

Can I pay for my kids' education?

Education funding for your children is one of the most expensive endeavors that families have to face in their lifetime. In a general sense, we advise families to begin monthly savings for college as early as possible. At Prudeo, we will work to implement an education savings plan that is both achievable and within the scope of your entire financial plan. We will also conduct regular checks to make sure that you are on track to send your children off to college with as little stress as possible.

What is the Prudeo Partners minimum asset requirement?

Prudeo Partners believes that good financial advice should be available to all investors, no matter the size of their accounts. We accept new clients that are varied in their levels of knowledge and investment experience. We will work to find investments and a plan that is suitable to your needs. Our best clients are those that are willing to participate in the investment and planning process, and have a desire to achieve their goals.

How long do Prudeo Partners clients stay with you on average?

Most of our clients are engaged with us for many years! We have clients that have been with us for decades, including multi-generational families. It is always rewarding to work with grandparents, parents, and eventually carry that relationship through and pass knowledge to children & grandchildren. The majority of our clients come from referrals passed by existing clients.

Is Prudeo Partners a fiduciary?

The Financial Advisors at Prudeo Partners act as fiduciaries, meaning we are legally obligated to act in ways that put our clients’ best interests before our own. Many of our advisors also hold the CFP®, also known as the Certified Financial Planner designation, which is one of the most rigorous levels of education an advisor can achieve.

What is the Prudeo Partners philosophy about active versus passive management?

Prudeo Partners believes there are advantages to leveraging both active and passive management within the range of portfolio solutions that they offer. We use an active account management approach for clients that are also engaged in our goals-based planning process. This allows us a higher level sophistication in our financial planning process.

How often does Prudeo Partners update the financial plan?

Generally, a financial plan is updated whenever one of our advisors meets with a client. This can be as frequently as every 3 months. A life change, such as a marriage, divorce, or death will prompt a change in the financial plan, as will a change in direction of goals. Market events will also trigger a scrutiny of a plan to make sure we are on track to achieve our desired results.

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