Money Manager Review 
Info History Assets Professionals Personnel Product
Print PDF    Print  Close Window
 

Prudent Wealth Management

P.O. Box 56671
albuqurque, Alabama 87187
United States
 
Contact :      null
Phone :       505-891-1144
Fax :             505-000-0000
Email :         clayco@prudentwealth.com
Web :           http://www.prudentwealth.com

Prudent Wealth Management Information

Type of organization :
Total Assets Managed ($Mil) : $32
Tax-Exempt Managed ($Mil) : $20
Taxable Assets Managed ($Mil) :
Year Founded : 2001
Wrap Programs Offered? : No
# of Accounts Managed : 100
In-House Research : 90 %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Prudent Wealth Management History

null

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
50
 
Limited Partnership :
 
Foundations :
1
ERISA :
3
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 2 Analysts : 2
Portfolio Managers : 0 Traders : 2
Client Service : 2 Operation : 2

Prudent Wealth Management Personnel

Mr.  Clayton Bryan

Portfolio Manager
Tel : 505-899-3850
Email: claybiz@prudentwealth.com
Clayton has 14 years of experience investing in value stocks. He Managed the Large Cap Value fund for the First National Bank of Omaha for two years, where he restored performance to a top quartile ranking among the fund peer group. Prior to working with FNBO, he worked for NM Capital Management as a Securities Analyst. Clayton also worked for four years as an Analyst for Montgomery Asset Management in San Francisco. He has extensive experience in securities analysis and portfolio management. Clayton earned a degree in Finance and is a Chartered Financial Analyst (CFA). Clayton is a member of the Association for Investment Management and Research (AIMR) and the New Mexico Society of Financial Analysts.

Mr.  Doug Manz

Client Contact
Tel : 505-899-3850
Email: Doug@prudentwealth.com
Doug was a Senior Vice President, Portfolio Manager and Co-Chair of the Investment Committee at NM Capital Management in Albuquerque where he worked for over 7 years. Prior to NM Capital, he worked for 5 years as a Vice President and Portfolio Manager for Redfern Capital Management. Doug has experience in the areas of securities analysis, portfolio management, financial planning, and business operations. Doug has 28 years of investment experience, a Master's degree in Business Administration and is a Chartered Financial Analyst (CFA). Doug is a member of the Association for Investment Management and Research (AIMR) and the New Mexico Society of Financial Analysts.

Prudent Wealth Management Product Name

Value Model:Privately Managed Accounts
Report Created: September,22 2020.  Copyright Money Manager Review , All rights Reserved.
Top

Print  Close Window