There is so much more to investing than just stocks and bonds. It can be emotional, personal and frustrating at times, but our approach to investing is based on logic and empirical evidence, not emotion. A fully customized investment strategy can help you tune out the noise of the 24-hour financial news mania and create innovative solutions that are specifically designed for your unique and personal needs.
At the core of Eide Bailly’s philosophy is the belief that the needs of investors should always come first.
With a foundation of more than 60 years of academic research into the dynamics of financial markets and investor behavior, our comprehensive suite of investment solutions is based on broad market diversification, academically derived factors, and efficient portfolio construction.
Broad Market Diversification
We believe the capital markets are highly efficient. That is why Eide Bailly’s Portfolios are broadly diversified to capture the power of the markets while mitigating risk.
Academically Derived Factors
Over time, we believe certain factors have been shown to deliver enhanced returns. Eide Bailly strives to be a market leader in factor-based investing by translating academic research into sophisticated portfolios.
Efficient Portfolio Construction
It is one thing to develop hypothetical portfolios; it is another to make them a reality. Eide Bailly carefully combines multiple investment providers and solutions to access the diversification and factors we are seeking, while carefully managing costs and taxes.
Evidence-Based
Evidence-Based
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.
Best-of-Breed
Best-of-Breed
Using a rigorous screen process, we identify and implement an optimized blend of management expertise for each portfolio model.
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.
There are a number of specific criteria that we look for when selecting the ETFs and Mutual Fund providers we work with.
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.
Costs
We look at costs, specifically expense ratio, turnover, trading costs, tax efficiencies and internal frictions.
Compliance and Review
We review all SEC filings, share class analysis, and any pending litigation.
Our portfolios are broadly diversified and strategically allocated, with the flexibility to accommodate a wide variety of investor needs, goals and risk comfort with risk tax-managed models are also available. See the key characteristics, investment strategy, investor profile and allocation of all of our portfolio options.
When it comes to achieving your most important goals, put science on your side with a globally diversified portfolio solution designed to put the power of markets to work for you. Backed by some of the world’s most noted money managers and the experienced Eide Bailly Financial Services Investment Team, Seasons provides a complete portfolio solution.
The Seasons Portfolios are broadly diversified and strategically allocated, with the flexibility to accommodate a wide variety of investor needs, goals and risk comfort.
They are grounded in an evidence-based, data-driven investment approach, employ an exclusive blend of top money managers, and offer a world of smart-diversification. Our approach to building and managing the Seasons Portfolios is guided by fundamental principles applied thoughtfully and with intellectual rigor. The Seasons Portfolios are one of the only evidence-based portfolio solutions that aims to provide a best-of-breed combination of investments from multiple money managers.
Because management fees, trading costs, and other expenses and taxes can have an outsize impact on lowering returns, the Seasons Portfolios are managed with rigorous attention to pricing and performance efficiency. We consider these key elements, not as an afterthought, but as an integral component of the portfolio model engineering process.
Are you ready for a fully customized investment strategy?
It all starts with a conversation.
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