A complete list of active advisors currently associated with Evidence Advisors Investment Management

Warmer can help you find a great advisor at Evidence Advisors Investment Management or one who fits your needs even better.

Evidence Advisors Investment Management is a small registered investment adviser managing roughly $78 million for about 88 clients with two advisors. The firm provides discretionary asset management, financial planning and consulting, and retirement-plan advisory services (including ERISA 3(21) and 3(38) roles) to individuals, high-net-worth clients, trusts, and qualified retirement plans. The firm follows an evidence-based investment process that emphasizes passively managed or index-fund portfolios built using academic research and Modern Portfolio Theory, supplemented by fundamental, technical and cyclical analysis as appropriate. It documents strategies with written investment policy statements, conducts periodic rebalancing and quarterly/annual reviews, and offers participant education and plan-level monitoring for retirement clients. A distinguishing feature is that the firm’s principals are licensed insurance agents and may recommend and sell insurance products (disclosed as a potential conflict and reported to account for roughly 5% of each adviser’s time). Another notable operational detail is the combination of fiduciary 3(38) discretionary plan-management capability with advisers who maintain other professional practices (one adviser also operates a separate CPA/tax-preparation business), which affects how services and time are allocated.

To learn more about the advisors currently working at Evidence Advisors Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.