The Baird Way

Imagine Where We Can Go Together

Honesty

A Different Kind of Firm

For 100 years Baird has guided families and institutions toward better financial futures while helping companies grow in markets around the world and individuals achieve their potential as our associates. Through it all our success has depended on the strength of our relationships, all of which are built on trust.

We take that trust very seriously, and a continuous commitment to earning it is ingrained in our culture. That culture was built on a shared set of ideas we call The Baird Way.

The Baird Way isn’t just a philosophical aspiration. It’s a combination of beliefs we had in common before we came to Baird, values we live when we go home at night and an approach to doing business that a century of practice has demonstrated works best for our clients, our firm and the communities we share.

 

Clients Come First
Clients Come First

The clearest sign of our clients’ trust is the assets we manage and oversee for them. And we’re committed to earning that trust every day.
- Mary Ellen Stanek, President of Baird Funds

Clients Come First

The financial services industry began as a means for people to improve their lives by participating in the growth of the companies, communities and institutions that underpin society. That idea is still at the core of all we do. Even as the financial world grows more complex, we still make every decision based on what’s best for our clients.

Being employee-owned makes that easier. We can take a longer view when planning for and investing in our businesses and do that with our clients’ needs squarely in mind. That’s why we’ve continued to grow and expand into areas where clients want our expertise and we know we can serve them well. There are certain types of business we don’t do – even though they might be good for our bottom line – because we don’t see a value or benefit for clients. Those are decisions we stand by.

Integrity Is Irreplaceable
Integrity Is Irreplaceable

An a__hole is anyone who puts themselves before the client or before the firm. 
- Paul Purcell, Past Chairman

Integrity Is Irreplaceable

Our founder, Robert Baird, knew the importance of our clients’ trust when he called for: “Honesty in our business dealings and integrity in everything we do.”

Today these ideas are reinforced by our firm’s well-documented “No A__hole Rule,” enacted by our Chairman, who defines that term in the quote above.

What all of this means to us is that we strive to be good ambassadors of Baird’s brand and culture through our commitment to excellence for clients, respect for our fellow associates’ perspectives, backgrounds and beliefs, and genuine desire to make a difference in the communities we all share.

Quality Is Our Measure of Success
Quality Is Our Measure of Success

Every day you should ask yourself, “Did I do my best for my clients today?” If you do that, and you can honestly answer yes, then the rest should really take care of itself. 
- Beth Kavelaris, Director of Culture

Quality Is Our Measure of Success

In financial services, it’s easy to focus on numbers. But we know what’s really at stake – people’s futures and quality of life. Some clients may be thinking about their families or their communities. Others may be thinking about their investors, customers or the people who work for them. But they’re all focused on the best possible outcomes for those people.

Those clients won’t measure our success just by a number on a statement or a report, but also by the confidence and peace of mind they gain from working with us and the outcomes we create together.

The Best Financial Advice is the Result of Expertise and Teamwork
The Best Financial Advice Is the Result of Expertise and Teamwork

We are in the business of making decisions and helping our clients make decisions. The more diversity you have around the table when evaluating those decisions, the better those decisions will be. 
- Gordon Pan, President – Baird Capital

The Best Financial Advice Is the Result of Expertise and Teamwork

An advantage of being employee-owned is our collaborative environment. All of us at Baird are stakeholders with a shared, personal interest in the quality of the outcomes we strive to create for clients and a valued voice in determining the best ways to do that.

A common focus unites us and helps us appreciate the diversity in our backgrounds, perspectives and areas of expertise. We understand our knowledge and skills complement each other, and more eyes and minds working on what matters to our clients yields the best ideas and outcomes.

How We Succeed Is As Important As If We Succeed
How We Succeed Is As Important As If We Succeed

Everyone shows up because they want to be here. We could choose to be somewhere else, so I know in my core that people work here because they care and want to deliver the very best for our clients. 
- Rodney Jones-Tyson, Chief Risk Officer

How We Succeed Is As Important As If We Succeed

Success results from a journey we take together, and it’s important that we get there in a way that’s right for all of us.

This is why our mission has two parts. The first is to provide the best advice for our clients. We don’t apply one-size-fits-all solutions. We get to know the client, their situation, needs and preferences before we offer advice.

The second part of our mission is to be the best place to work for our associates. By design, we all have a voice in the way we do our business and a shared interest in the successes we create together. Because talented people who feel good about what they do, where they do it and who they work with are far more likely to do their best.

Personal Balance
We Seek Personal Balance in Home, Work and Community

We find that most of our people got into this business because they care. We appreciate that, and we know it’s not something that stops at the end of the workday.
- Laura Thurow, Executive Director of Wealth Solutions and Operations

We Seek Personal Balance in Home, Work and Community

Part of being a great workplace is making sure our associates live full, balanced lives. We know that when our people and our communities thrive, our business thrives, and we know our associates are passionate about all three. We have flexible work arrangements to make available more time for family or personal reasons. We support those who share our passion for giving back by matching charitable contributions and providing paid days off to volunteer. We have robust Associate Resource Groups around a wide range of interests that enable our associates to pursue common passions, develop leadership skills and grow their personal networks.

Integrity

A Century of Growth and Success