Get a fully-customized investment strategy based on logic and empirical evidence.

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We begin with the evidence: decades of data, analysis, and insights from some of the best minds in finance and academia (including 12 Nobel laureates) on factors that can help decrease risk and increase potential returns.

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Using a rigorous screen process, we identify and implement an optimized blend of management expertise for each portfolio model.

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Disciplined & Independent

Disciplined & Independent

We believe a consistent, long-term approach is essential, but readily embrace new research when it can make a real difference for investors.

We use decades of data-driven research to determine what we believe to be optimal investment combinations, using a range of investments and managers that have historically shown the potential to deliver greater returns over time.

We don’t believe in “black boxes” or “secret sauce.” Our approach to investing is guided by fundamental principles applied thoughtfully and with intellectual rigor.

  • We look at the evidence. There are decades of research available related to market performance and various factors that offer the potential for greater returns. We lean heavily on this data—and not trendy tips or flavor-of-the-month investment methods. And we look at the evidence constantly to make sure we are building the best possible portfolios for investors.
  • We believe in transparency and independence. Eide Bailly portfolios feature full fee transparency, so you will always know exactly how much you are paying. Our investment-provider relationships are free of revenue-sharing arrangements, so that we can make decisions about products and managers based only on their merits.
  • We are relentless about costs and efficiency. In addition to seeking to optimize diversification and other performance factors, we carefully manage the impact of fees, costs and taxes.
  • We are always vigilant. We conduct on-going monitoring to ensure our funds, managers and portfolios continue to meet our strict guidelines.


There are a number of specific criteria that we look for when selecting the ETFs and Mutual Fund providers we work with.

ETF and Mutual Fund Providers

Asset Management

We look at the underlying holdings of each fund provider. We look at their sampling technique to make sure that there is no “secret sauce” or individual including their “opinion” on what to hold.

We make sure we fully understand the funds rebalancing policy. We look at the ability to access certain factors. We have discussions with every management team.

ETF and Mutual Fund Providers


We look at costs, specifically expense ratio, turnover, trading costs, tax efficiencies and internal frictions.

ETF and Mutual Fund Providers

Compliance and Review

We review all SEC filings, share class analysis, and any pending litigation.

Are you ready for a fully customized investment strategy?

It all starts with a conversation.

Check the background of this firm on FINRA's BrokerCheck | Customer Relationship Summary
Financial Advisor offers Investment Advisory Services through Eide Bailly Advisors LLC, a Registered Investment Advisor. Securities offered through United Planners Financial Services, Member of FINRA and SIPC. Eide Bailly Financial Services, LLC is the holding company for Eide Bailly Advisors, LLC. Eide Bailly Financial Services and its subsidiaries are not affiliated with United Planners. 
Securities Licensed in: AK, AR, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM,  NV, NY, OH, OK, OR, SD, TN, TX, UT, VA, WA, WI, WV, WY
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