Investment Management

Prudent Prospera Planning partners with Truvestments Capital for professional investment management.  The Truvestments team provides day-to-day management of securities portfolios, while Prudent Prospera Planning provides planning, monitors investment results, and is your primary interface with the investment management team.  Charles Schwab provides custodial services.

Truvestments Managing Partner Michael Williams. Over the last few decades Mike has been a frequent contributor to national news broadcasts, including Fox Business News, CNBC and Bloomberg.

About Truvestments. Truvestments' “Barbell Economy” approach focuses upon the growth potential in technology, biotechnology, and other key industries is bright due to unstoppable demographic trends.  Specifically, this approach recognizes that the 78 million “baby boomers” that have driven markets to date are being replaced by 88 million “Generation Y” consumers that are younger, tech savvy, and reaching for the “American Dream” that will drive markets going forward for decades.