Institutional Intelligent Portfolios™

  • Evidence Advisors Investment Management developed a suite of portfolios that are available for you to invest in online or on your mobile device.

  • In just a few minutes, you will receive a recommended portfolio from our firm based on a few questions that assess your investment goals and risk tolerance.

We have chosen to work with Charles Schwab & Co., Inc. as custodian for your account, because they provide:

  • The Schwab Security Guarantee, so you can feel confident your personal and financial information is protected.

  • SchwabSafe®, a collection of security measures designed to keep your personal and financial information safe online.

To get started, visit the Institutional Intelligent Portfolios™ website and enter your advisor's program key listed below. 

Wyatt Moerdyk's Advisor Program Key - BDS9

Terry Thill's Advisor Program Key - WK2T

These materials have been independently produced by Evidence Advisors Investment Management. Evidence Advisors, LLC is independent of, and has no affiliation with, Schwab Wealth Investment Advisory, Inc. (“SWIA”), Charles Schwab & Co.,Inc. (“CS&Co”), or any of their affiliates (together, “Schwab”). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Institutional Intelligent Portfolios™ is an automated investment management service for independent advisors sponsored by SWIA and available exclusively through independent investment advisory firms like Evidence Advisors, LLC. Evidence Advisors, LLC, not Schwab, is responsible for advising you on the Program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. “Institutional Intelligent Portfolios” is a trademark of Charles Schwab & Co., Inc.