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Results Through Research

We lead with our results — and the methodology behind them. All figures are presented with full disclosures for clarity and context.
Four decades of the same disciplined approach

Results Through Research

We seek companies positioned to grow faster than the economy, but only when we can buy them at fair valuations. We're not interested in paying premium prices for popular stories—we want good businesses at reasonable prices.
Growth at Reasonable Prices
Long-Term Focus
Quality Over Popularity
Our Method
Transparency

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Form CRS 2025 Narrative ADV 2025

How to Read Our Results

Performance is shown for representative composites and compared to widely used benchmarks for context. We emphasize long-term, after-fee results. Past performance does not guarantee future results; investing involves risk and possible loss of principal.

Composite Results Overview

Performance

Growth Equity Composite

Benchmark: S&P 500® Total Return

Provident's investment performance includes all discretionary "core equity" accounts. The accounts included in this performance calculation represent 65% of Provident's total assets under management as of 3/31/2026. Client accounts may be excluded from our composite calculation due to the presence of client-directed securities, client requirements that they approve transactions prior to execution, or the inclusion of securities that are not "core equities". Performance prior to 2023 also excluded portfolios below our minimum requested size. We do not believe the inclusion or exclusion of these portfolios is material to our overall performance.

Performance is calculated on a time-weighted basis, net of fees, which is the accepted industry method. Performance includes the reinvestment of income and capital gains.There are considerable differences between Provident's investment style and any broad indicator of market performance such as the Standard & Poor's 500 Index. The volatility of the S&P 500 may be materially different from that of a Provident portfolio because there are differences in portfolio structure and methodology. Past performance is no guarantee of future results.

Downside Risk Protection
Our experienced team has navigated five recessions, protecting portfolios through 2000, 2008, 2020, and every crisis in between.
Stock Market Focus
We specialize in stocks over bonds or other securities because stocks have beaten most other asset classes over time.
Fundamental Analysis
Fundamental Analysis
We read annual reports, analyze financial statements, and monitor trends, not algorithms or automated trading systems.
Consistent Investment Philosophy
Same research-driven approach since 1981; no strategy drift to chase performance or attract new assets.

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
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Get in Touch with Us

Reach out today to discuss how we can support your investment goals. Our team is ready to provide answers, offer solutions, and start your journey toward success.
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Have any Questions?

(800) 449-6970

Fiduciary wealth management for families building long-term wealth through individual stock selection and truly personal service.

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