Welcome to Ely Prudent Portfolios

About Ely Prudent Portfolios, LLC

Ely Prudent Portfolios, LLC is an investment advisory firm that specializes in:

Retirement distribution planning
Fiduciary consulting services
Managing investment portfolios according to modern prudent investment practices

Modern Prudent Investment Practices require us to:

Know the needs and objectives of our clients
Understand the impact of taxes
Use index mutual funds
Control and account for expenses
Monitor and document performance
Avoid conflicts of interest

It is our opinion that consistently adhering to a prudent process increases the odds of success for our clients

Uncertainty is a Certainty

I enthusiastically recommend Guerdon’s fine book to you and I am sure that you will thoroughly enjoy reading it as it deepens your understanding of modern prudent fiduciary investing.

W. Scott Simon, author of The Prudent Investor Act: A Guide to Understanding

Go to Book Website:

Order the Book:

:: Fiduciary 360	:: MRD-Determinator	:: Dimensional Funds
Fiduciary 360's mission is "to promote a culture of fiduciary responsibility and to improve the decision making process of investment fiduciaries."	Our software helps planners, CPAs and attorneys determine and document required minimum distributions.	Dimensional Fund Advisors' model of investing is based not on speculation but on the science of capital markets.

		Client Access Contact Us 800.560.0636