Wendy’s Wares

In addition to our Content-Sharing Library and custom-writing engagements, we also offer professionally designed, customizable handouts and other wares tailored for evidence-based investment advisors. Current wares include:

Advisor Firm Fact Sheet
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Your Advisor Firm Fact Sheet (New: Jan. 2021!)


Offer prospective clients a quick take on your firm’s points of distinction with this custom-branded, one-page advisor firm fact sheet.

For $250 USD, you’ll receive:

  • A high-resolution PDF file you can use as an online infographic or  print as an 8 1/2″ x 11″ handout (printing not included)
  • Custom-branded with your logo, primary brand color
  • Mix-and-match sections can be added or removed to best reflect your key points of differentiation
  • Personalized content and legal disclosure language


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“What Is Evidence-Based Investing?” Infographic/Poster


A popular high-quality infographic/poster with key differences between evidence-based vs. traditional active investing. For $125 USD, you’ll receive:

  • A high-resolution PDF file to use as an online infographic or to print as a poster (24″ x 36″)
  • Custom-branded with your logo and primary brand color
  • Your legal disclosures added upon request