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 your Baird Financial Advisor, 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 conceirge services
Your Baird Financial Advisor can help make sure all of your money is working for you.