Baird has provided investment and management advice to our clients since 1919. We add value to our client relationships through investment management and consulting, strategic asset class rebalancing, and taking a hands-on, active approach to managing your investment portfolios.
We are dedicated institutional consulting experts specializing in servicing foundations, endowments, certain trusts, pension funds and defined benefit plans. We provide objective advice and tailored solutions with a full understanding of each client’s unique mission and goals. Baird’s commitment to teamwork, integrity and keeping our clients’ interests first is founded on core principles that have guided our philosophy for over 100 years.
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Our responsibility to your constituents guides every decision we make and serves as the ongoing inspiration to create exceptional outcomes for our clients.
– Kathryn Nusbaum, CFP® CPA
"To provide the best financial advice and service to our clients and be the best place to work for our associates."
– Paul Purcell, Former Baird Chairman
Our Commitment
We tailor our relationship based on what’s best for our clients, period. Because Baird is a private, employee-owned firm, you can trust that our measure of success depends on the results we achieve for you.
FLEXIBILITY - We offer custom investment advice. We always maintain a fiduciary relationship as an Investment Advisor regardless of if we have discretion or not and whether assets are held in custody at Baird or at an outside organization.
OBJECTIVE INDEPENDENCE- We don’t recommend proprietary products. All investment advice is provided as an independent, unbiased fiduciary and made with the conviction that it is in the best interest of the client.
TRANSPARENCY - We pull back the layers of expenses in each portfolio, so the total fees and expenses incurred by the client are transparent and well understood.
Our Benefits
- Ongoing consultation with Baird Financial Advisors
- Access to qualified, unbiased investment managers
- Discretionary/non-discretionary investment management
- Investment policy development and ongoing review
- Asset allocation development and oversight
- Manager and investment style advice
- Quarterly performance reporting
- Ongoing money manager due diligence
- Securities custody and safekeeping when needed
- Board training and best practice recommendations
- Dedicated client service team
INVESTMENT ADVISORY
Our Approach
An Investment Philosophy That Reflects Your Values
Our experience offers critical guidance on best practices for properly executing the duties of a fiduciary and aligning your goals to an investment strategy. By engaging in a proactive, collaborative partnership, we can tailor services to provide flexible solutions that reflect your values—equally as important as managing the assets.
Through every step of the investment advisory process, we listen, provide objective advice and execute strategic plans to achieve the best outcomes for your organization.
"Though each of our clients is unique, the process we take is consistent: Identify what your priorities are and work out the best way to achieve them."
– Paul Purcell, Former Baird Chairman
Our Investment Process
We begin by understanding your mission and goals, current investment situation, risk tolerance and time horizons in key areas:
ICS Client
Establishes the investment practices of your asset allocation strategies and incorporates objectives, performance evaluation, management guidelines and asset allocation/diversification policies.
Our dedicated asset manager research team identifies investment opportunities, understands the story behind the numbers, recommends managers and monitors management performance.
Provides clear and transparent performance reporting, strategic asset allocation rebalancing to meet your goals, and regular counsel on major financial and strategic decisions.
The Baird Way
The Baird Way guides who we strive to be every day for our clients, for each other and in the communities we care about. Our success in business depends on the strength of our relationships, which are built on a foundation of trust.
Putting the Best in Class To Work for You
We attract the financial industry’s top talent—passionate professionals who consistently earn successful results and accolades for their work.
- Ranks No. 13 on Fortune’s 2020 100 Best Companies to Work For®, a recognition received annually since 2004
- Repeated No. 1 rankings for overall quality in corporate access and research from Greenwich Associates1
- Repeat honors for equity research analysts from The Wall Street Journal, StarMine 2 and Financial Times
A Century of Practice Demonstrates Our Mission
Baird is a diversified global financial services company providing private wealth management, asset management, investment banking, private equity and institutional research, sales and trading services to clients in the United States, Europe and Asia.
Strength in Numbers
- Founded in 1919; headquartered in Milwaukee, Wisconsin
- Member of the New York Stock Exchange since 1948
- More than 160 offices globally
- Approximately 4,500 associates
- Client assets over $300 billion as of December 31, 20193
- Conservatively leveraged and well-capitalized, with shareholder equity in excess of $1 billion
- Employee-owned and independent; over 62% of Baird associates are shareholders in the company
Contact Us
Kathryn Nusbaum, CFA, CPA, CFP®
knusbaum@rwbaird.com | +1-704-237-1451