The Alcaine Group

Roseville Office
Phone: (916) 783-6500
Toll Free: (877) 792-3667
Fax: (916) 783-6550
Email Us
Baird
1400 Rocky Ridge Dr
Roseville, CA 95661
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Our Services

The Alcaine Group believes that consistent communication is key to building the understanding and trust necessary to any successful partnership.  That process begins with getting to know you.

 

More than a Q&A about your current holdings, risk profile and time horizon, this conversation sets the tone for our partnership and helps us determine how we can achieve your goals.  This means first understanding where you are in your current situation and what is important to you personally.

 

The perspective we gain from these discussions helps us form the foundation of your plan.  And as the environment changes or your own situation and needs evolve, continued communication helps ensure that we can take you where you want to go and that you feel good about the journey. 

 

Amongst the services we offer:

 

 Corporate Services

   Executive Services

 

Asset Management

• Corporate Portfolio Management

   - Quarterly Performance Monitoring

• Treasury Services (Cash Management)

   - Short to Intermediate Maturities

   - Taxable and Tax-Exempt Vehicles

• Baird Advisors

• Baird Investment Management

 

 

   Investment Management

   • Baird Investment Management and Baird

      Advisors

      - Individually Managed Portfolios

   • Investment Advisory Programs

      - Outside Money Managers

      - Mutual Fund Allocation Services

      - Investment Consulting Services

 

Corporate Stock Plan Services

• Stock Option Plans

• Employee Stock Purchase Plans

• Corporate Stock Repurchase Plans

• Rule 10b5-1 - Corporate Preprogrammed Repurchase Plans

 

   Wealth Management

   • Financial Planning

   • Estate Planning Services

   • Asset Allocation

   • Insurance Services

 

Investment Banking

• Corporate Finance

• Public Investment Banking

• Mergers & Acquisitions

• Debt Restructuring

 

   Executive Services

   • Restricted and Control Stock Transactions

   • Stock Option Exercise

   • Rule 10b5-1 - Executive Preprogrammed

      Trading Plans

 

 Private Equity

• Baird Capital Partners

• Baird Venture Partners

 

   Comprehensive Settlement Planning

   • Structured Settlements

   • Coordination of Special Needs Trusts

   • Coordination of Medicare Set Asides

 

Retirement Planning

• Qualified Plans

   - 401(k)

   - Profit Sharing

   - Defined Benefit

• Nonqualified Deferred Compensation Plans

• Corporate Section 529 College Savings Plans

 

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