Prudent Investors
A fee-only, SEC-registered investment advisor providing portfolio management and financial planning services under a fiduciary standard of care.
We specialize in asset management for both professional fiduciaries (trustees, guardians, and conservators) and households seeking diversified investment solutions. We are experts in helping our clients navigate the unique aspects of trustee investing, including compliance with the Uniform Prudent Investor Act (UPIA).
Gold Level Partners
Aspiriant
Some wealth management firms go back 150 years. We’re designed to go 150 years forward. We’re Aspiriant, a leading independent wealth management firm for forward-thinking families. We empower our clients to live their dreams and create their legacy.
True Link Financial
True Link Financial, Inc. is a financial services firm dedicated to serving people with disabilities and older adults. Professional fiduciaries rely on our investment management services and recordkeeping platform to serve their more than 10,000 beneficiaries every day.
Silver Level Partners
Arosa
Arosa is the premier provider of integrated care management and caregiving services. Our compassionate care professionals are supported and celebrated as they care for our clients and provide peace of mind for the whole family.
WoodruffSawyer
Insuring innovation since 1918. Protecting clients with customized insurance, benefits and risk management services.
Trustease
Trust Administration Made Easy: Track. Collect. Collaborate.
Being a fiduciary requires trusted partners. Effectively carry out your duties with a solution from TrustEase that delivers flexibility, control and performance.
To become an Alliance Partner, contact Kevin Quinn (214) 578-2662 or Tony Vaida (303) 832-2100.
Alliance Partner Program
Diamond Alliance
Annual Dues: $3,000
Includes membership for 10 company employees.
Includes
- Company listed in Membership Directory
- Company Logo displayed on the ITA website with link
- Company Logo or photos listed on marketing literature
- 10 company employees may be listed as members
- 10 memberships to give to clients and colleagues
- Company Logo displayed on the ITA booth at trade shows
- Opportunity to introduce speakers at ITA events
- 2 employees have complimentary admission to annual ITA conference
Gold Alliance
Annual Dues: $2,000
Includes membership for 5 company employees.
Includes
- Company listed in Membership Directory
- Company Logo displayed on the ITA website with link
- 5 company employees may be listed as members
- 5 memberships to give to clients and colleagues
- Company Logo displayed on the ITA booth at trade shows
- 1 employee complimentary admission to annual ITA conference
Silver Alliance
Annual Dues: $1,000
Includes membership for 2 company employees.
Includes
- Company listed in Membership Directory
- Company Logo displayed on the ITA website with link
- 2 company employees may be listed as members
- Company Logo displayed on the ITA booth at trade shows