Investment Services

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.

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.