Prudent Value is an independent, fee-based Registered Investment Advisor ("RIA"). In addition to individuals, trusts, and third party registered investment advisors, Prudent Value may offer investment advisory services to institutions and business entities. Our investment process is based on the work of Benjamin Graham and David Dodd (founders of modern securities analysis and first proponents of value investing). To this, we add Warren Buffett's approach to focus within our circle of competence. In short, we are value-focused investors looking for high quality assets at a discount price.
Our business is structured to provide unbiased and objective advice. Since we are a fee-based advisor, we neither profit from trading commissions nor by how many financial products sold to you. Instead, our fees are based on the growth of your account, so that our interests are aligned with yours. Further, we commit a large portion of our own assets with Prudent Value. To that end, we eat our own cooking and view our investors as partners. We offer no-load and cost-competitive programs such as no fees until a minimum performance target is met (modeled similar to the original Buffett Partnership agreement). Contact us for additional information.
Our investment approach is research intensive and includes in-house valuation models that calculate intrinsic value. Intrinsic value is an economic concept, estimating an asset's economic worth. Our goal is to acquire high quality assets at large discounts to intrinsic value.