Broker Check

Institutional

Your relationship with The Liles Group is a collaborative effort between our team and the deep resources of Baird. For advanced institutional cases related to endowments & quasi-endowments, foundations, qualified & non-qualified retirement plans, and corporate cash management accounts, we will frequently seek the additional expertise of Baird’s Investment Strategy, PWM Research, Institutional Consulting Services, and Retirement Plan Consulting teams to develop custom solutions for our institutional clients.

Institutional

“The One-Stop Shop for Macro,” Baird Strategas is an institutional brokerage and advisory firm serving over 600 clients in more than twenty countries. Founded in 2006, the firm provides Macro Research and Capital Markets & Corporate Advisory services to institutional managers and corporate executives. Baird Strategas Asset Management manages a suite of macro thematic investment strategies by institutional mandate and for ultra-high-net-worth and high-net-worth investors. In January 2018, Baird Strategas formed a partnership with Baird. This partnership, while enabling Baird Strategas to remain an independent broker-dealer, provides Baird Strategas with the strength, support and complementary capabilities of a leading financial partner.

“We are committed to providing superior service in the old Wall Street tradition. Our motto –bonitas, probitas, fides(class, integrity, faith) –guides both the management of our Firm and our commitment to our clients.”

Baird Strategas’ Research Principles:

  • Utility
  • Humility
  • Simplicity & Clarity
  • Quality & Thoroughness of Output

The Firm has 60 research analysts, institutional salespeople and sales traders, and capital markets professionals working from offices in New York, Washington, D.C., and Columbus, Ohio. Baird Strategas’ senior analysts are thought leaders in their fields, often quoted in domestic and foreign media and frequent contributors on CNBC, Bloomberg and Fox Business.

Baird Strategas Research Coverage (senior analyst):

  • Investment Strategy (Jason Trennert)
  • Economics (Don Rissmiller)
  • Policy Research (Dan Clifton)
  • Quantitative Research (Nicholas Bohnsack)
  • Technical Analysis (Chris Veronne)
  • Fixed Income (Tom Tzitzouris)