Prudent Expert, LLC, 2022


    Luray, VA.      Washington, D.C.



An expert on investment due diligence

and  fiduciary responsibility

Samuel  W.  Halpern-- principal of Prudent Expert, LLC-- serves as an expert witness in ERISA litigation and as a nontestifying adviser. 

He provides extensive expertise in both investment due diligence and fiduciary responsibility, including

  • over 35 years' experience with investment consulting and acting as an independent ERISA fiduciary to employee benefit plans and other asset pools  
  • 10 prior years of ERISA litigation experience at the U.S. Department of Labor and in private practice.

Experienced with procedural prudence and investment process ​across a wide range of traditional and alternative investments, Mr. Halpern is uniquely positioned to assist in building and presenting your case.

Also check out his nonfiction book, 

Wellsprings of Work, subtitled, 

Surprising Sources of Meaning and Motivation in Work, at