At its core, wealth management is about more than getting from Point A to Point B. When done well, it’s about making that journey in the way that’s right for you – and that means exploring all your available options. Baird’s Liquidity Solutions are designed to give you the flexibility to address your financial needs.

For many investors, an unexpected need for cash would necessitate selling stock – which could result in the possibility of selling in a down market. It could also incur opportunity costs, withdrawing funds that could otherwise be used for a college education, retirement or simply wealth accumulation. Baird’s liquidity services could give qualified investors much-needed financial flexibility, letting them access cash or credit without having to make changes to their portfolio.

Talk with your Baird Financial Advisor to explore how Liquidity Solutions can give you more choices in your own life and help make sure your money is working for you.

LET'S TALK!

  • Two sets of hands cradling a small ceramic house.
    There’s a lot of interest in the property I’m after. An all-cash offer might give me an advantage over offers with contingencies.
  • Older couple looking at documents on a laptop in kitchen.
    My taxes this year were higher than I planned for. I could sell stock to cover it, but that would push my other financial goals that much further away.
  • Female executive working at a white board
    I need cash to purchase inventory and grow my company. I could take out a business loan, but that process takes time and I’d have to worry about interest rates.

Baird’s liquidity solutions are not appropriate for all clients. Please read about Margin and the Securities-Based Lending Program under the Additional Services section of the Important Disclosures page for more information.

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