Prudent Investors

Jared Ong is a financial advisor with Prudent Investors in Lake Forest, CA, holding a Series 65 designation and 14 years of industry experience. He has been with Prudent Investors Network since 2010. Prudent Investors is an SEC-registered investment adviser serving individuals, high-net-worth clients, fiduciaries, trusts, estates, and institutions. The firm focuses on discretionary portfolio management guided by client profiles and investment plans, using a total-return approach based on Modern Portfolio Theory and primarily allocating to ETFs and institutional mutual funds.

Jeremy Lau is a financial advisor at Prudent Investors with a Series 65 designation and eight years of industry experience. He worked at Deutsche Bank AG for six years before joining Prudent Investors Network in 2017. Outside of his advisory role, Lau teaches an online Investment Management course at Cal State Fullerton. Prudent Investors is an SEC-registered investment adviser serving individuals, high-net-worth clients, fiduciaries, trusts, estates, and institutions. The firm offers discretionary portfolio management, financial planning, and consulting services, employing a total-return investment approach based on Modern Portfolio Theory with allocations primarily to ETFs and institutional mutual funds.

Anna Yen is a CFA® charterholder and Series 63 licensee with one year of industry experience. She currently works at Prudent Investors and has previously been involved with Epollo, Jupai Investment Group, and has owned WLA Designs LLC, a marketing and financial services consulting business. Yen serves as Finance and Investment Committee Chair/Treasurer for the Down Syndrome Diagnosis Network. Prudent Investors is an SEC-registered advisory team providing discretionary portfolio management, financial planning, and consulting to individuals, high-net-worth clients, fiduciaries, trusts, estates, and institutions. The firm emphasizes total-return portfolios based on Modern Portfolio Theory, using ETFs and institutional mutual funds across a range of models from conservative to growth, and employs various risk management tools as appropriate.