Broker Check

Investment Management

We offer a full suite of bespoke investment opportunities including discretionary & non-discretionary asset management. With Baird’s open architecture platform, we can combine the global capital markets experience and award-winning research that Baird offers with a robust menu of independent portfolio managers and investment strategists using separately managed accounts, mutual funds, exchange-traded products, and private placements. Investment services available include:

Portfolio Planning & Advisory Services

  • Investment policy
  • Risk assessment, asset allocation, & re balancing
  • Manager due diligence, selection, & monitoring
  • Tax management
  • Portfolio analysis & performance reporting
  • Consolidated reporting & account aggregation

Alternative investments

  • Private Equity
  • Real Estate
  • Hedge Funds & Managed Futures
  • Exchange Funds

Brokerage & trading services

  • Closely-held & thinly-traded securities
  • Rule 144 sales & 10b5-1 plans
  • Block trades