Our Practice

Investment Philosophy

Creating the right financial plans and investment strategies for you begins with understanding who you are and what’s important to you. Far more than a simple Q&A, our process begins with truly getting to know you – your values, hopes and concerns. We’ll engage in a conversation about your current financial situation, your priorities and your vision for the future. And this line of communication will stay open once we’ve built and implemented your comprehensive, personalized solutions so we can ensure they remain on track for the long term.

Process

Our approach to investing is designed to provide solutions and strategies specifically tailored to your goals and ongoing advice and due diligence to help simplify your financial life:

  • First, we gather information about you to better understand your complete financial picture.
  • We then work with you to identify goals and objectives, prioritize them in terms of importance and time frame, and determine the amount of risk you’re comfortable with.
  • Taking the above into consideration, we look for gaps and opportunities.
  • We draw on our own expertise and the considerable resources of Baird – including industry-leading equity research, top product selection specialists and leading experts in tax, retirement, insurance and estate planning – to evaluate your investment options.
  • We recommend a custom solution and, with your trust and confidence, implement it in accordance with the Investment Policy Guidelines you help us to set.
  • We consistently review your portfolio and measure performance to make adjustments as changes occur in the markets.
  • We provide ongoing management and oversight to help keep your investments aligned with your plans as your personal situation evolves.

Sample Total Client Profile



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What We Do for Our Clients

Every client’s financial goals, situation and personal investment preferences are unique. As your Financial Advisors, our most important job is to truly understand who you are and what you want your assets to accomplish for you. Baird provides access to a broad range of research, resources and planning expertise we can utilize when designing customized solutions based on our knowledge of your specific needs.

Financial and Estate Planning
  • Retirement and education planning
  • Tax planning
  • Wealth transfer
  • Charitable giving
Investment Management
  • Comprehensive Financial Plan
  • Portfolio management
  • Wide-ranging advisory solutions
  • Brokerage services
  • External 401 (k)/403 (b) Asset Allocation Recommendation
  • Alternative investments
  • 529 Plans and custodian accounts
  • Cash management services
Risk and Liability Management
  • Income protection strategies
  • UITs
  • Lending services

BAIRD HIGHLIGHTS