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Wealth Solutions



Wealth Solutions – Tailored To You

When it comes time to implement your wealth management plan, we offer comprehensive menu of traditional and advisory solutions and products to help you execute your unique investment strategy, backed by the dedicated support of Baird.

Translating your vision for the future into realistic financial objectives, we'll work to create an investment strategy based on your clearly-defined goals, the time you need to hold your investments (your investment horizon), and your comfort-level with risk.

Retirement Accounts

On your road to retirement, your advisor may suggest opening an Individual Retirement Account (IRA) or an Individual 401k in order to save toward retirement. Whether you open a retirement account with Baird, or you have an existing IRA or 401k account held with your employer, your Wealth Advisor can help guide you on contributions, deduction limits, and distributions.

Brokerage Accounts

Baird has a storied history of helping clients with traditional investment solutions. We can help you develop an approach that includes stocks, bonds and other traditional investment vehicles in order to ensure that your strategy meets your short and long term objectives.

Advisory Solutions

Baird is dedicated to delivering personalized services and strategies through a diverse menu of advisory solutions. In addition to managed account, advisor-directed solutions, where your Wealth Advisor manages your portfolio based on your investment strategy, Baird offers third-party advisory solutions and the ability to create customized Mutual Funds and Exchange-Traded Fund (ETF) portfolios.

Our Unified Managed Account and Separately Managed Account advisory programs allow for enhanced flexibility to customize your portfolio to your goals – and your preferences. This solution is ideal for clients with tax-sensitive, complex planning, or investment restriction needs.

We have a broad range of possibilities to choose from when helping you develop and customize a robust portfolio for your long and short-term financial goals.

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Other Investment Products

  • Equity Products: Listed Stocks, Preferred Stocks, Mutual Funds, Exchange-Traded Funds (ETF), Options
  • Money Market Funds
  • Fixed Income Products: Municipal Bonds, Government Bonds, Corporate Bonds, Bond Mutual Funds
  • Annuities: Fixed Annuities, Variable Annuities
  • Insurance Options: Long-Term Care Insurance, Life Insurance
  • Lending

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