Evidence Advisors Investment Management
Investment Bank/Securities Brokerage - San Antonio, TX, US
Evidence Advisors Investment Management Employees
Wyatt Moerdyk
CCO and Managing Member, Evidence Advisors Investment Management
Evidence Advisors Investment Management Details
Evidence Advisors Investment Management is a Registered Investment Adviser ("Adviser") and a consultant to trustees, investment committee members, institutional investors, any other fiduciary involved in managing the investment selection process for a qualified retirement plan and individual participants.We also provide consulting and advisory services for employer-sponsored retirement plans in accordance with the Employee Retirement Income Security Act ("ERISA"). The services provided are ERISA 3(21) and 3(38) fiduciary services. When delivering ERISA services, we will perform these services for the retirement plan as a fiduciary under ERISA Section 3(21)(A)(ii) will act in good faith and with the degree of diligence, care and skill that a prudent person rendering similar services would exercise under similar circumstances. These services are provided on a discretionary basis for ERISA 3(38) services and a non-discretionary basis for ERISA 3(21) services.We also provide asset management and financial planning services to individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, corporations and small businesses.We are committed to the precept that by placing the client's interests first, we will add value to the asset management process and earn the client's trust and respect. We value long term relationships with our clients whom we regard as strategic partners in our business.
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