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.