Broker Check

Investment Management

Is Your Money Being Watched or Managed?

Is Your Money Being Watched or Managed?

We believe in active management. Our process is built on experience and insights. We have access to Baird’s own industry-leading equity and fixed-income research, backed by an array of analysts. In addition, we utilize outside research from leading providers such as Value Line, Morningstar, and Credit Suisse. We spend thousands of our own dollars for tolls and databases that allow us to make our research actionable. Many financial advisors perform analysis that leads to paralysis; this leads to your money being watched. We take action and manage your money.

Private Investment Management (PIM)

Our Discretionary Investment Management Program

  • Yes! You give us the authority to make the day-to-day decisions. We decide when to buy, sell, or hold each investment.

  • Yes! Your input and direction are essential. We constantly communicate to understand your suitability, risk tolerance, return objective, and other preferences or constraints that are important to you. PIM is customized to you!

  • Your account is typically diversified between stocks, bonds, and cash. We manage focused portfolios. We want you to know what you own and know why you own it.

  • You can still work with us. It is great that you know the importance of advice. You probably also know the value of a second opinion. We would love to compete for your business!

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