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As Private Investment Managers, Jon and Charlie take a discretionary approach to manage wealth that allows them the flexibility to best address your financial needs. With more than 25 years of actively directing funds on their clients' behalf, they are able to offer their PIM clients unique wealth management benefits:

  • A strategic investment portfolio nimble enough to seize on investment opportunities
  • A stronger fiduciary obligation that accompanies a discretionary relationship
  • An asset-based fee structure that rewards performance over frequency of transactions
  • The increased service level of an advisory relationship
  • Quarterly contact through a professional performance report


Address: 13609 California St, Suite 400 Omaha NE 68154

Baird Financial Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA’s BrokerCheck for specific state securities licensing for each Financial Advisor. This Website is for informational purposes and is not an offer or solicitation of an offer to buy or sell any securities, products or services. This site is for residents of the United States. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC.

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