Prudent Investor Advisors, LLC Email Format

Investment ManagementCalifornia, United States2-10 Employees

Prudent Investor Advisors, LLC operates in the investment management sector as a registered investment advisor based in Folsom, California. The firm, led by principals Gary K. Allen, Jeffrey B. Coontz, and W. Scott Simon, leverages decades of combined retirement plan experience to advise sponsors of 401(k) and other retirement plans. Its core service involves applying a legal mechanism within ERISA that allows sponsors to transfer certain fiduciary responsibilities and liabilities related to selecting, monitoring, and replacing plan investment options to PIA, with the intent of shifting liability away from the sponsor for these decisions and actions. The company serves plan sponsors seeking to alleviate fiduciary exposure while maintaining oversight over retirement plan investments. As a small firm, it positions itself within the broader investment management industry by focusing on retirement plan governance and fiduciary risk management. The organization is situated in the Sacramento metropolitan region, with leadership drawn from seasoned retirement plan professionals who oversee the advisory relationship with plan sponsors. A recent development note is that the firm remains an SEC-registered investment advisor offering specialized retirement plan guidance to its clients.

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