Once you and your Baird Financial Advisor have identified the specific goals you want to achieve with your wealth, the next step is to build a sound, proactive investment strategy to help make those goals a reality. With a deep understanding of what’s important to you and a full range of investment options available, your Baird Financial Advisor can design a tailored investment portfolio that incorporates your values, time horizon and tolerance for risk. And you'll have peace of mind knowing that as your life and the market evolve over time, so will your portfolio.

Backed by Baird’s experts in equity and fixed income research, portfolio construction, asset manager research and more, your Baird Financial Advisor will set up, implement and monitor a portfolio strategy designed to keep you on track toward your goals. With your trusted advisor’s guidance and insight, you would be able to stay as hands-on – or hands-off – as you like, giving you complete confidence that you’re on the path to a more secure future.

You can be confident that no matter what the market is doing, we're watching out for your financial priorities.

Let's Talk!
  • Two young men talking to each other.
    I don't want to worry that a bad day in the market could push my plans for the future out of reach.
  • Smiling group of middle-aged people gathered at table setting.
    The closer I get to retirement, the more concerned I get about big swings in the market.
  • Grandfather sitting with grandchildren in door opening to outside.
    I want to make sure my wealth will last for not only my kids, but for their kids as well.