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| :: Areas of Specialization |
| We help individuals and organizations manage their investments according to the principles of Modern Portfolio Theory and the basic precepts of the Uniform Prudent Investor Act. |
Ely Prudent Portfolios specializes in helping people who receive significant lump sum payments and fiduciaries who are responsible for managing money that is not their own. Individuals receive large payments from IRA rollovers, inheritances, or asset sales (usually real estate or small businesses). Fiduciaries are responsible for managing the money of elderly relatives, non-profit organizations, and qualified pension plans.
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