Services

What We Do For You
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Lifestyle Management

  • Net Worth Analysis
  • Income Needs Analysis
  • Automatic Required Minimum Distribution
  • Saving Goals
  • Education Goals
  • eBill
  • Baird Online
  • Cash Management
    • Set Up Monthly Electronic Transfer
    • Direct Deposit
    • Platinum MasterCard®
    • 24/7 Fraud Protection
    • Baird pays Foreign Transaction Fees
    • ATM Access Through MasterCard®
    • Rebates for ATM Transaction Fees
    • Free Checks
    • Award Points

Estate Planning

  • Review
    • Wills
    • Trusts
    • Powers of Attorney
  • Business Succession Plan
  • Incapacity Plan
  • Referrals To Outside Professionals

Philanthropy

  • Review
    • Donor Advised Fund
    • Charitable Remainder Trust
    • Family Foundation
    • Direct Donation
  • Referrals to Outside Professionals

Risk Management

  • Review
    • Life Insurance
    • Long-Term Care Insurance
    • Personal Liability Coverage
    • Property/Casualty Coverage
    • Health Insurance/Medicare
  • Social Security Benefit Analysis
  • Referrals to Outside Professionals
  • Hedging Strategies

Liability Management

  • Review
    • Home Loan
    • Car Loan
    • Credit Card Loan
    • Business Loan
  • Debt Repayment Plans

Asset Management

  • Comprehensive Financial Plan
    • Cash Flow Projection w/ Monte Carlo Analysis
    • Annual Monitoring of Plan
  • Passive vs. Active Manager Selection
  • External 401 (k)/403 (b) Asset Allocation Recommendation
  • Tax Management Overlay Management
  • Asset Overlay Management
  • Total Return Strategy for your cash flow needs
  • Asset Allocation Plan
  • Objective Asset Manager Selection
  • Rebalancing of Asset Allocation
  • Tactical or Strategic Asset Allocation Models
  • ETF’s, Mutual Funds, and/or Separately Managed Accounts depending on client
  • 529 Plans
  • Alternatives
    • Hedge Funds
    • Managed Futures
    • Private Equity

Corporate & Executive Services

  • Asset Management
  • Corporate Portfolio Management
    • Quarterly Performance Monitoring
  • Treasury Services (Cash Management)
    • Short to Intermediate Maturities
    • Taxable and Tax-Exempt Vehicles
  • Corporate Stock Plan Services
    • Corporate Stock Repurchase Plans
    • Rule 10b5-1 - Corporate Repurchase Plans
  • Investment Banking
    • Corporate Finance
    • Public Investment Banking
    • Mergers & Acquisitions
    • Debt Restructuring
  • Private Equity
    • Baird Capital Partners
    • Baird Venture Partners
  • Retirement Planning
    • Qualified Plans
      - 401(k)
      - Profit Sharing
      - Defined Benefit
    • Nonqualified Deferred Compensation Plans
    • Corporate Section 529 College Savings Plans
  • Executive Services
    • Restricted and Control Stock Transactions
    • Stock Option Exercise
    • Rule 10b5-1 Trading Plans

BAIRD HIGHLIGHTS