The Sittenfeld, Stuard & Thornberry Group

Planning Services

We strive to bring clarity, structure and discipline to each client’s wealth management plan.

We have the skills, experience, and resources to coordinate the comprehensive financial picture for families and individuals, employing time tested and innovative strategies that address complex financial issues.

Wealth Management Services

Leveraging a network of specialists, we provide a range of services, including:

• Professional Portfolio Management, through discretionary accounts managed by The Sittenfeld, Stuard & Thornberry Group in the Private Investment Management program and/or carefully chosen money managers with complementary investment styles
• Comprehensive Financial Planning
• Retirement Planning Analysis
• Qualified Plan Consulting, Design and Implementation
• Estate Planning and Trust Services
• Educational Expense Planning
• Insurance Services and reviews relating to estate planning and wealth transfer strategies
• Development of Philanthropic Plans

Investment Solutions

Private Investment Management

The Sittenfeld, Stuard & Thornberry Group is a Private Investment Management (PIM) team at Robert W. Baird & Co. Inc.  Through PIM we provide a highly customized investment management process which enables us to be more individually oriented and less "cookie cutter" than is often the case with professional portfolio managers.

Investment Philosophy

Managing investment risk is at the core of our philosophy and translates to development of investment portfolios designed to provide a productive balance of safety and return.  We believe that, over long periods of time, stocks provide better growth potential and inflation protection than other investments. 

Portfolio Management Process

We employ a traditional, conservative approach to equity investing.  We believe equities are long-term investments and that belief translates into relatively modest portfolio turnover.  Our core strategy focuses on mid and large capitalization stocks, using a fundamental approach for stock selection.  Our universe begins with stocks of high-quality companies with favorable prospects for rising earnings and rising dividends.  We believe that a record of rising dividends is a key indicator of a company's future prospects and many of our equity selections have higher than average dividend growth rates.  Companies which are market leaders and are financially sound are generally favored; we believe these companies offer better performance in economic downturns than their smaller competitors.   

The core rising dividend strategy is complemented with investments in funds that focus on small-cap, mid-cap, and both emerging and established international investments.  Added to this diversification model are more specialized investments less correlated to traditional equity performance.  

Click here for a Fact Sheet on our Investment Philosophy and Process