Families and Individuals - Research and Technology


Research and Technology

At Baird, we’re committed to equipping our Financial Advisors with outstanding research and sophisticated technologies to address clients’ sophisticated needs. In the past two years, we have invested more than ever before to expand research capabilities and investment tools – all focused on providing great outcomes for you.

Quality research is the foundation for sound advice and comprehensive, custom investment strategies. We continually improve our Equity Research by developing a great team of analysts, and by enhancing our research processes to identify opportunities across the spectrum of investment opportunities. We employ rigorous analysis to identify and monitor world-class money managers and mutual funds, in addition to researching individual equity and fixed income securities. And Baird’s own nationally recognized equity research is supplemented by other highly regarded providers to encompass a broader array of quality investment ideas.

Baird Financial Advisors are supported by advanced technology as they balance risk against growth potential according to each client’s objectives. Baird analysts conduct rigorous and ongoing analysis on a universe of investment choices. One of the ways in which your Financial Advisor can harness that intelligence is by using Baird Investment Solutions powered by ALIGNSM to create a customized portfolio for each client. Baird Investment Solutions’ periodic statements show the allocation of your assets and provide a clear view of how you are progressing toward your financial goals. This proprietary system also gives individuals access to investments typically available only to institutional investors.

To support the comprehensive approach our Financial Advisors take in serving families and individuals, we also provide the latest financial planning software and other technology to augment the strategy development and performance monitoring work we do for you.

And for clients, we provide continuously updated account information through our Baird OnLine service. This accessible, intuitive resource offers robust information at your fingertips, including multiple options for viewing and sorting your account data.