How it works
Our work doesn't start with a spreadsheet. It starts with a conversation.
- We talk with you about the big picture. Your goals and objectives, and identify priorities.
- Then we talk about risk. Everyone endures some degree of risk—but everyone’s tolerance is different.
- Next, we identify the gaps and opportunities that currently exist, and how we can both leverage and bridge them.
- We draw on the expertise and resources of Baird, including industry-leading equity research and tax, retirement, insurance, and estate planning pros to evaluate your options.
- We recommend a custom solution that fits your needs, risk, and priorities—and implement it in accordance with the Investment Policy Guidelines you help us to set.
- Ongoing review of your portfolio is part of the process, and we regularly measure performance to make adjustments as changes occur in the markets.