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