Investment Management

We offer a full suite of bespoke investment opportunities including discretionary & non-discretionary asset management.  With Baird’s open architecture platform, we can combine the global capital markets experience and award-winning research that Baird offers with a robust menu of independent portfolio managers and investment strategists using separately managed accounts, mutual funds, exchange-traded products, and private placements.  Investment services available include:

  • Portfolio Planning & Advisory Services
    • Investment policy
    • Risk assessment, asset allocation, & re balancing
    • Manager due diligence, selection, & monitoring
    • Tax management
    • Portfolio analysis & performance reporting
    • Consolidated reporting & account aggregation
  • Alternative investments
    • Private Equity
    • Real Estate
    • Hedge Funds & Managed Futures
    • Exchange Funds

  • Brokerage & trading services
    • Closely-held & thinly-traded securities
    • Rule 144 sales & 10b5-1 plans
    • Block trades

Insights & Education