Cudahy Linn is a partnership within Baird overseeing over $500 million in client assets, specializing in the needs of affluent individuals and their families. We derive invaluable support from the extensive global resources of Baird.
Cudahy Linn operates as fee-based, discretionary financial planners and portfolio managers. We advise clients on all of their financial affairs:
Model and custom portfolios comprising securities we research and select ourselves –
Access to high-quality money managers and mutual funds to round out our own portfolios –
Comprehensive financial planning to prepare for retirement and education needs –
Estate planning experts to work with your tax and legal advisors planning gifts to your heirs and to charity –
Retirement account distribution planning for taking early distributions, meeting IRS minimum distribution requirements and helping to register retirement accounts properly –
Income tax specialists to work closely with your tax advisors creating a tax-efficient investment plan –
Employee stock option planning to develop a strategy that balances income tax, cash flow and diversification –
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