Cash and Lending Services
Historically, investors have built a wall separating the money you spend from the money you invest. What if you could replace that wall with a bridge?
Baird’s Cash and Lending Services lets you treat your wealth holistically, integrating the banking services you use every day into your larger wealth management plans. Working with The GB Group, you would be able to:
- Take a current snapshot of your net worth
- Feed the returns from your personal savings into your investment accounts automatically
- Enjoy traditional banking services like check writing, insured deposits and a Baird debit card with ATM access
- Open margin and lending accounts
- Take advantage of Baird's Cash Management Awards program and concierge services