
RETAIL INVESTOR INFORMATION
This page provides information primarily for retail clients of our Private Wealth Management (PWM) business. These materials are designed to help provide clients with important information to consider when selecting the types of accounts, solutions and investments that are right for them.
Investment Advisory Services
Baird PWM Advisory Solutions Overview
Baird PWM ADV Part 2A Brochure PWM Advisory Program Supplement PWM Wrap Fee Program Advisory Fee and Account Minimum Disclosure Important Information About Investment Managers’ Trade Rotation Policies Important Information about Investment Managers’ Placement of Client Trade Orders and Their “Trading Away” Practices Mutual Fund Share Classes Available to Baird Fee-Based Advisory Accounts