Investment Planning
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