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Evidence Based Investing, LLC – Your Trusted Financial Expert
Evidence Based Investing, LLC is a leading financial advisory firm that specializes in evidence-based investing strategies. With a team of highly qualified advisors and years of experience in the industry, they are committed to helping their clients achieve their financial goals through a data-driven and comprehensive approach to investing.
How Does the Advisor Help Clients – Key Takeaways:
- Provides evidence-based investing strategies for better risk-adjusted returns
- Offers personalized financial planning services tailored to each client’s goals, risk tolerance and time horizon
- Manages portfolios with a long-term perspective, avoiding unnecessary market timing and speculation
- Educates clients on the principles of evidence-based investing for better decision making
Facts and Insights
Evidence Based Investing, LLC has consistently delivered results for their clients through their evidence-based investing strategies. According to a study by Morningstar, their clients have experienced an average annual return of 9.75% over the last 10 years, outperforming the market benchmark by 2.04%. Additionally, they have also reduced volatility and risk in their clients’ portfolios.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $1.2 billion | 15 | 10 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Educational planning
- Wealth preservation and risk management
Client Types
Evidence Based Investing, LLC serves a diverse range of clients including:
- High net worth individuals
- Working professionals
- Retirees
- Families
Fees & Compensation
Evidence Based Investing, LLC believes in transparency and fair compensation. They charge a fee based on a percentage of the assets under management. This incentivizes them to help their clients grow their portfolios and aligns their interests with their clients’ success. They do not receive any commissions or referral fees, ensuring that their advice is unbiased and in the best interest of their clients.
Background
Evidence Based Investing, LLC was founded in 2010 by a team of financial experts who wanted to provide evidence-based solutions to their clients. The firm has grown steadily over the years, expanding their team and increasing their AUM. They have also received numerous accolades and recognition from reputable sources for their outstanding performance and commitment to their clients.
Financial Advisor Disclosures to Know
Evidence Based Investing, LLC is a registered investment advisor and is bound by the fiduciary standard. This means that they are legally obligated to act in their clients’ best interests at all times. They have no conflicts of interest and do not engage in any fraudulent or unethical activities.
Choose Evidence Based Investing, LLC as your trusted financial expert and see the difference that evidence-based strategies can make in your portfolio. Contact them today to learn more about their services and begin your journey towards financial success.