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Your Partner for the Course

The course to your ideal financial future can present unforeseen challenges and opportunities. Baird’s Financial Advisors can put leading investment research, market insights and advanced tax and estate planning strategies to work for you. And, because Baird is employee-owned, we all share a personal interest in your long-term success.

Baird in Louisville

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Put Our Strengths to Work for You

To learn more about how Baird can help you achieve your financial aspirations, you can use this form:

Our Asset Management portfolio managers oversee more than $120 billion in fixed income and equity investments while offering institutional investors disciplined investing and outstanding service.

Asset Class Interest:

Investor Type:

Our Fixed Income Sales & Trading team researches, sells and trades a full range of fixed income securities for institutional investors.

As a leading middle-market bank, our Global Investment Banking team provides advisory and financing services to private and publicly traded companies, entrepreneur-owned businesses and private equity firms in Texas and around the world.

So we can best respond to your request, please indicate which of the following best describes you:

Have you engaged an investment advisor in the past three years?

Our Institutional Equities and Research business offers internationally recognized equity and macroeconomic research, sales, trading and corporate access to institutional clients around the world.

So we can best respond to your request, please indicate which of the following best describes the type of institution you represent:

Baird Capital, the firm’s private equity business, seeks to build world-class companies across our sectors of focus through venture capital, growth equity and private equity investments. 

Our Private Wealth Management business serves the investment and financial planning needs of high-net-worth individuals, families, businesses and organizations.

So we can best respond to your request, please indicate which of the following best describes you:

Our Public Finance team combines nationally ranked advisory, underwriting, placement agent and consulting services to address the long-term goals of public, private and nonprofit municipal issuers.

So we can best respond to your request, please indicate the following:

Specialty Within Public Finance

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2023 Baird Annual Report

Discover how Baird’s global expertise and unwavering focus helped our clients, our communities and the firm navigate changes and challenges in 2023.

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Market Insights

Market strategy and timely perspective to help you better understand what’s happening in the world today.

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Women's Wealth

Sharing valuable advice and perspectives on the financial issues that women uniquely and commonly face.

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Serving Your Financial Needs

Baird’s financial advice and services include Private Wealth Management, Asset Management, Global Investment Banking, Capital Markets and Private Equity. Our clients include individuals, families, communities, small businesses and foundations across the United States, and corporations and institutional investors around the world.

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Private Wealth Management

With investment and financial planning expertise, your Baird Financial Advisor is driven by an unwavering commitment to your best interests and helping you make smart decisions in all areas of your life.
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Asset Management

Experienced teams with time-tested processes offer high-quality fixed income and equity investment products with an emphasis on performance, risk management and exemplary client service.
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Global Investment Banking

Seasoned bankers on three continents emphasize teamwork, sector expertise and client focus, creating a uniquely collaborative culture that sets our advisory and financing services apart.
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Institutional Equities & Research

Our internationally recognized equity research, investor conferences, corporate access, and institutional sales and trading teams provide timely insights, effective execution and unparalleled service.
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Fixed Income Capital Markets

Experienced professionals provide objective, high-quality bond market research and harder-to-find specialized services including loan evaluation and securitized product analysis.
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Public Finance

We've helped schools, municipalities and other public organizations plan for and secure their financial futures through changing market environments for more than 100 years.
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Private Equity

We make venture capital, growth equity and private equity investments in strategically targeted sectors globally, partnering with company management, founders and entrepreneurs to grow value.