The Services We Provide

Practical & Prudent Financial Solutions

Our financial management services help with the accumulation and preservation of wealth, the conversion of that wealth into a sustainable retirement income stream, and the eventual transfer of that wealth to successive generations and philanthropic interests.

Ely Prudent Portfolios, LLC manages investment portfolios based on modern prudent fiduciary practices. These practices are objective, sensible, backed by data, and effective. And they are the foundation of our disciplined, diversified, low-cost, and tax-efficient investment strategies.

We have partnered with various entities to provide employers and their employees with retirement plans that are cost effective, transparent, flexible, and user friendly. Our goal is to create an environment that will encourage employees to make informed decisions.

Our firm provides advice to individuals, attorneys, CPAs, and pension administrators regarding the distribution and preservation of retirement plan assets. We construct plans to avoid the distribution traps, as well as help unwary individuals who have been caught up in those traps.

While it is often poor performance that triggers scrutiny, the standards of modern prudent fiduciary investing do not allow for performance to be used as a criteria in determining if there has been a breach of fiduciary duty. We help fiduciaries follow a prudent process whether it is in our role as a consultant or investment advisor.

With an in house advisor who is a Certified Specialist in Planned Giving from the American Institute for Philanthropic Studies we specialize in helping non-profit organizations achieve their financial and organizational goals. We specialize in providing investment advisory and consulting service for smaller organizations.

Not everything that counts can be counted, and not everything that can be counted counts.

William Bruce Cameron