Jeremy L. Lau serves as the CEO of Prudent Investors. He frequently speaks on investment management and financial planning to professional fiduciaries and trust and estate attorneys around the country. Jeremy regularly advises fiduciaries on managing their clients’ assets and financial planning needs and also works with estate litigators as a financial expert witness. Before Prudent Investors he worked in senior roles in the investment banking industry in Tokyo and Hong Kong. He graduated in Accounting from Brigham Young University and has earned the right to use the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations.

Firm Description

Relationships We Serve

• Individually Settled Special Needs Trust (SNT) Relationships
• 3rd Party SNT Relationships
• Estate Plans including Individuals and Family Trusts
• Retirement Plans including IRAs, Rollovers, Retirement Plan

Prudent Investors is 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). As a thought leader in the field of fiduciary investment management, we present frequently around the country and have authored white papers about prudent investing under the UPIA

Hours

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