How Owners Act Differently
When you own something you’re proud of, you take special care of it.
For you, maybe that’s your family cottage, your vintage car or your prized vinyl collection. For us, it’s our 100-plus-year-old firm that 85% of our associates have ownership in. To us, it’s personal. Because we own our firm, we have a unique drive to help it thrive. And since our firm’s success relies largely on yours, we’re personally motivated to help you achieve your vision.
Here’s what employee ownership really means for you.
You have a team behind you with one objective: To help you make confident decisions that are in your best interest and work for your timeline. With no outside shareholders to impress, our unique structure makes you and your goals the center of attention – and gives us the freedom to invest solely in what will benefit you in the long run.
Here are some of the ways we choose to reinvest our profits so our clients, associates and communities can all win:
We Invest in Our People
We have nearly 1,400 Financial Advisors across the country who are supported by:
- More than 170 internal specialists in areas like tax planning, investment management, estate planning and more. As owners, their success is tied to your success, which is why they are personally interested in collaborating with you and your advisor to help you reach your goals.
- A focus on long-term and multigenerational planning, which is achieved through the help of professional expertise in areas like trust services, family wealth and business owner solutions.
- An in-house back office and support staff that is just as committed to your success as you and your Financial Advisor.
We Invest in Our Technology
To help enhance the relationship between you and your advisor, we invest in technology that aims to improve communication, efficiency and personalized service.
- Our advisors’ analytics tools turn our cutting-edge equity research and dynamic investment platforms into actionable outcomes tailored specifically for you.
- Our wealth planning tools provide dynamic cash flow planning, helping you visualize the tax impact of your plan and make changes based on life and legislative updates.
- Baird Online provides you with detailed, real-time account information and market data. It also allows you to securely transfer documents, share updates with your advisor and schedule appointments on the go.
We Invest in Our Community
As employee owners of a firm with wealth management offices from coast to coast, we can decide for ourselves how to give back to the communities across the country where we live and work. Here are some of the ways in which we do so:
- Baird Foundation supports nonprofits that focus on health and human services, education and the arts. In 2024, we donated more than $5.8 million to qualified nonprofits.
- Every year, we host Baird Gives Back Week: a week dedicated for associates to use their paid time off that is specifically allotted for them to volunteer in their local communities.
- In 2020, we established the Paul Purcell “Kids Win!” Annual Baird Education Grant, a program that aims to ensure children have access to quality education and resources. The grant was created in honor of our former Chairman and CEO, who believed every child deserves the opportunity to thrive.
Here, we take care of you in a way only someone with an exclusive investment in your success could.
That’s how owners act differently.
Partner with a Baird Financial Advisor and experience the service and expertise that you deserve.
