Sun rising over a golf course

Your Partner for the Course

The course to your ideal financial future can present unforeseen challenges and opportunities. Baird’s Financial Advisors can put leading investment research, market insights and advanced tax and estate planning strategies to work for you. And, because Baird is employee-owned, we all share a personal interest in your long-term success.

Find a Branch Near You

Discover Trusted Insights

Discover Trusted Insights

Couple meeting with an advisor while sitting at a table.
What To Expect from a Second Opinion Meeting

When you face health issues, you might seek a second opinion to confirm your plan. Why not do the same with your finances?

Keep Reading
Multigeneration family embracing while standing on a shoreline.
Planning for a Timely Wealth Transfer Opportunity

Today’s historically high exemption creates a unique and temporary opportunity to thoughtfully plan for your family and estate.

Keep Reading
PWM Market Strategist Mike Antonelli and Investment Strategy Analyst Ross Mayfield
All That Matters: Elections and Your Money

Mike and Ross explain the Big Mistake, and how to avoid it.

Keep Reading

 

Discover the Baird Difference

 

Serving Your Financial Needs

Baird’s financial advice and services include Private Wealth Management, Asset Management, Global Investment Banking, Capital Markets and Private Equity. Our clients include individuals, families, communities, small businesses and foundations across the United States, and corporations and institutional investors around the world.

Composite graphic featuring Kathy Carey
Private Wealth Management

With investment and financial planning expertise, your Baird Financial Advisor is driven by an unwavering commitment to your best interests and helping you make smart decisions in all areas of your life.
Composite graphic featuring Sharon deGuzman
Asset Management

Experienced teams with time-tested processes offer high-quality fixed income and equity investment products with an emphasis on performance, risk management and exemplary client service.
Composite graphic featuring Macie House
Global Investment Banking

Seasoned bankers on three continents emphasize teamwork, sector expertise and client focus, creating a uniquely collaborative culture that sets our advisory and financing services apart.
Composite graphic featuring Rich Lee
Institutional Equities & Research

Our internationally recognized equity research, investor conferences, corporate access, and institutional sales and trading teams provide timely insights, effective execution and unparalleled service.
Composite graphic featuring Michael Huthwaite
Fixed Income Capital Markets

Experienced professionals provide objective, high-quality bond market research and harder-to-find specialized services including loan evaluation and securitized product analysis.
Composite graphic featuring Jessica Miller
Public Finance

We've helped schools, municipalities and other public organizations plan for and secure their financial futures through changing market environments for more than 100 years.
Composite graphic featuring Gordon Pan
Private Equity

We make venture capital, growth equity and private equity investments in strategically targeted sectors globally, partnering with company management, founders and entrepreneurs to grow value.

 

Put Our Strengths to Work for You

To learn more about how Baird can help you achieve your financial aspirations, you can use this form:

Our Asset Management portfolio managers oversee more than $120 billion in fixed income and equity investments while offering institutional investors disciplined investing and outstanding service.

Asset Class Interest:

Investor Type:

Our Fixed Income Sales & Trading team researches, sells and trades a full range of fixed income securities for institutional investors.

As a leading middle-market bank, our Global Investment Banking team provides advisory and financing services to private and publicly traded companies, entrepreneur-owned businesses and private equity firms in Texas and around the world.

So we can best respond to your request, please indicate which of the following best describes you:

Have you engaged an investment advisor in the past three years?

Our Institutional Equities and Research business offers internationally recognized equity and macroeconomic research, sales, trading and corporate access to institutional clients around the world.

So we can best respond to your request, please indicate which of the following best describes the type of institution you represent:

Baird Capital, the firm’s private equity business, seeks to build world-class companies across our sectors of focus through venture capital, growth equity and private equity investments. 

Our Private Wealth Management business serves the investment and financial planning needs of high-net-worth individuals, families, businesses and organizations.

So we can best respond to your request, please indicate which of the following best describes you:

Our Public Finance team combines nationally ranked advisory, underwriting, placement agent and consulting services to address the long-term goals of public, private and nonprofit municipal issuers.

So we can best respond to your request, please indicate the following:

Specialty Within Public Finance

How can we help you?

By clicking Submit, you authorize us to contact you regarding a potential business relationship as well as for occasional marketing communications. To learn how to opt-out or for more information about how your information is shared view our full privacy notice.