Wyatt Moerdyk

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“Wyatt A. Moerdyk, Accredited Investment Fiduciary® and founder of Evidence Advisors Investment Management, is committed to bringing the advancements in technology and modern finance to more investors, and making it personal.”
Firm:

Evidence Advisors Investment Management

Job Title:

CCO/Managing Member

Biography:

Wyatt A. Moerdyk is an Accredited Investment Fiduciary® and founder of Evidence Advisors Investment Management. Wyatt has twelve years of experience providing financial planning and investment advice. Also, as a former educator he truly has the “heart of a teacher”, and takes great care in providing clients with an understanding of investing. Wyatt is committed to upfront, transparent, and reasonable pricing and following a fiduciary standard of care.

​At Evidence Advisors, LLC, Wyatt and his team provide their clients with discretionary investment management services. Their focus is primarily on building passively managed or index fund portfolios that are customized to meet their clients’ level of risk. Their investment strategies are strongly based upon the academic research of leaders in the field of finance. Evidence Advisors, LLC takes an “evidence based” approach to investment management. Wyatt believes that there is a significant body of scientific evidence that can be applied to practical investing.

Wyatt and his team 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. They are committed to the precept that by placing the client’s interests first, they will add value to the asset management process and earn the client’s trust and respect. Wyatt values long term relationships with his clients whom he regard as strategic partners in his business.

CRD Number:

4644751

Disclaimer:

Investment advice provided through Evidence Advisors, LLC a Registered Investment Advisor firm.

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October 2016

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    Stocks
I'm new to this. Can I sell or buy stock by myself?
94% of people found this answer helpful

Yes, you can sell or buy stock by yourself. You simply open an account online with a company like Charles Schwab, Fidelity, TD Ameritrade, Scottrade, E-trade (these are just examples, not recommendations, there are many other places to open a brokerage account.) After opening your account, you will deposit money usually by linking your checking account, and then you're ready to use that money to buy the stock you want.

However, do not equate the ease of opening an account with the ease of making good investment decisions. The fact that you are "new to this" is a huge red flag. I highly recommend you speak to a qualified advisor before making your first investment purchase. 

Also, if there was only one book I could recommend to a new investor it would be The Intelligent Investor by Benjamin Graham. 

Smart investing can be highly satisfying so take it slow, do your research, and seek out an advisor that has your best interest in mind.

Hope that helps, and happy investing!

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