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How Provident Helps

Discover how we’ve helped clients achieve remarkable results.

Success Stories

Discover how we help clients achieve remarkable results.
A More Transparent Endowment
Collaborate
Situation: The volunteer Treasurer of a Michigan nonprofit needs help investing its endowment.  How We Help: We can recommend an investment st...
From Financial Chaos to Organized Wealth
Invest Organized
Situation: A California widow inherits various accounts scattered between different financial institutions. She has no overarching strategy to or...
Multi-Generational Wealth Continuity
Continuity Through Generations
Situation: Over the course of decades, the children and grandchildren of first-generation clients begin to oversee their own large and complex fi...
Protecting Wealth During Market Volatility
Staying the Course
Situation: A Florida couple’s investment portfolio falls by nearly half in a bear market, and they are unsure what to do. They still have enoug...
A More Transparent Endowment
From Financial Chaos to Organized Wealth
Multi-Generational Wealth Continuity
Protecting Wealth During Market Volatility

Insights & Ideas

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July Investment Comments
Since bottoming at the end of March, stocks have rebounded and are hovering near all-time highs, propelled by strong first quarter earnings. The marke...
Scott's Final Viewpoint
As discussed in a recent email to all clients, I decided to retire from Provident after 34 years at the company out of a 40-year career in investment ...
June Investment Comments
AI stocks just can't stop rising. Sell-side Wall Street analysts are obliged to play the name-a-higher-number game and are scrambling to raise their p...
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