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
