Prudent Growth Investments LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,957,668
Total clients
15
60% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$530,511
About
Prudent Growth Investments provides discretionary portfolio management primarily to individual and high‑net‑worth clients, delivering ongoing investment oversight and a tailored Investment Policy Statement for each account. The firm generally recommends equities, mutual funds, ETFs (including precious‑metal ETFs) and non‑U.S. securities as part of its portfolio construction and does not participate in wrap fee programs.
Investment decisions are driven by fundamental analysis and a mix of long‑term and short‑term trading strategies, with regular portfolio monitoring and periodic rebalancing documented in each client’s IPS. The adviser documents risk tolerance, seeks best execution through recommended custodians, and typically exercises discretionary trading authority on behalf of clients.
Notable for its small, single‑advisor practice — managing under $8 million across a limited number of accounts — the firm’s client base is concentrated rather than broad retail, which suggests a focus on wealthier households. It also prefers a specific institutional custodian relationship (Schwab Institutional), acknowledges potential soft‑dollar benefits from that relationship, and does not outsource investment management to third‑party advisers.
Client services
Portfolio management
Expertise
Passive / index investing
Active portfolio management
Fee options
$0 - $2,000,000: 0.75% $2,000,001+: 0.65%
Main office location
Prudent Growth Investments LLC
209 W Central St, Ste 223
Natick MA 01760, United States
Number of offices
1
Most active in
Prudent Growth Investments LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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