getting to know you
First, we get to know you and gather information about you to better understand your complete financial picture.
identify your goals and objectives
We then work with you to identify goals and objectives, prioritize them in terms of importance and time frame and then determine the amount of risk you’re comfortable with.
custom investment proposal
We draw on our expertise and the considerable resources at Baird – including industry-leading equity research, top product selection specialists and leading experts in tax, retirement, insurance and estate planning – to evaluate your investment options.
implement custom solutions
We walk you through this evaluation and with your trust and confidence, will propose and implement the custom solution in accordance with the Investment Policy Guidelines you help us to set.
implement and moniter plan
We consistently monitor the investment plan performance to make adjustments as changes occur in the markets or your specific situation. We provide ongoing management and oversight to help keep your investments aligned with your plans as your personal situation evolves.
introduce interal partners
If appropriate, we will happily introduce Baird's other internal resources that are able to assist in any capacity.