Investment Services

Feel confident knowing you can handle the unknown.

When it comes to financial advice, there is no shortage of opinions.  How can you know what's best for you? Where do you begin so you're confident you'll achieve your goals and be able to live your dreams? 

We know there is so much more to investing than just stocks and bonds. It can be emotional, personal and frustrating at times. Let us help you by creating an investment experience that considers every aspect of your life. A fully customized investment strategy can help you tune out the noise of the 24-hour financial news mania and create innovative solutions specifically designed for your unique and personal needs. 

No matter what stage you are in your investment planning, we can help. Eide Bailly offers investment planning with a financial advisor as well as EB Invest, an online investment platform that offers you full control of your investing along with all the resources you need, anytime, anywhere. Reach out to Eide Bailly’s financial planning team for more information and to learn which plan and platform are right for you.

Eide Bailly Financial Services leverages more than 60 years of academic research into the dynamics of the markets and investor behavior to create comprehensive investment strategies that seek to harness the return potential of academically-derived "factors." We'll take the time to get to know, you to tailor a plan that is right for your situation and goals.