Client Relationships
 
 
Client Relationships Baird’s Financial Advisors understand that every client is different, with unique circumstances and specific, often sophisticated, financial planning needs. In getting to know all about you, your family and your goals, we also determine what type of investment relationship works best for you.

Baird Financial Advisors manage and oversee nearly
$59 billion for individuals and families, acting as a financial partner and trusted advisor, often across multiple generations. With an understanding of your complete financial picture, we offer comprehensive advice to help you achieve your objectives, whether that involves securing your lifestyle in retirement, providing for a child’s or grandchild’s education, or arranging for the tax-efficient transfer of wealth to the people and causes you care about.

Like the advice we offer, your relationship with Baird is tailored to the level of oversight and expertise you want and need. Increasingly, our clients choose an advisory relationship, in which fees are based on their assets under management. For clients who prefer to be more directly involved in day-to-day investment decisions, we also offer accounts with fees charged on a transactional basis. Whichever model you choose, you will receive the personal attention and service you deserve.

In addition to thorough, regular reporting through Baird’s client statements and online account information, your Financial Advisor is always there for you – whether you prefer frequent check-ins to discuss your current financial situation or want to schedule occasional meetings to discuss your long-term goals and financial plan. Through your Financial Advisor, you also have Baird’s broader team of experts and world-class resources. This includes full-service administrative support as well as a wealth of knowledge in our industry – leading research and experienced specialists in education funding, tax-efficient investing, retirement and estate planning services.

As unique as every Baird client relationship is, each is based on trust, accessible expertise and an unwavering commitment to putting your needs first.
 
 Contact a Baird Financial Advisor
 
 
 
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