Evidence Advisors Investment Management Email Format
Investment ManagementTexas, United States0-1 Employees
Evidence Advisors Investment Management is a registered investment adviser and consultant to trustees, investment committees, institutional investors, and other fiduciaries involved in the retirement plan investment process. The firm provides ERISA 3(21) and 3(38) fiduciary services, performing discretionary duties for 3(38) engagements and non-discretionary services for 3(21), with a focus on retirement plans and participant outcomes. In addition to ERISA consulting, the company offers asset management and financial planning services to individuals, high net worth clients, trusts, estates, and various plan sponsors and organizations. Based in San Antonio, Texas, the firm emphasizes placing client interests first and seeks long-term relationships as strategic partners in asset management. The company operates within the investment management industry, serving fiduciaries and plan sponsors who require disciplined, fiduciary-oriented guidance in retirement planning and related financial services.