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|As part of Baird Private Wealth Management, the Family Wealth Group is committed to providing customized and comprehensive wealth management services to business owners or executives with at least $25 million in investable assets. Our depth of investment and planning expertise, combined with our commitment to highly personalized attention, allows us to simplify your financial life while providing you with portfolio management tailored specifically to you and your family.
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Baird is honored to have ranked No. 1 overall for research quality and importance among small-/mid-cap research advisory firms in a 2018 survey by Greenwich Associates,1 a leading investment industry consultant. In fact, Baird has been ranked Number One in multiple Research and Sales categories for many consecutive years.
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1Greenwich Associates North American Equity Investors – U.S. Small-/Mid-Cap Funds and U.S. Equities Sales, Corporate Access & Research, May 2018. Surveys conducted with 110 small-cap and mid-cap fund managers and 194 fund managers and 275 traders, respectively. Rankings for qualitative metrics based on leading research firms in surveys.Robert W. Baird & Co. does not provide tax or legal advice. You are advised to seek advice from legal and tax counsel to determine the applicability of this information to your income tax, estate, and financial planning decisions. ©2018 Robert W. Baird & Co. Incorporated. Member SIPC. Securities offered through Robert W. Baird & Co.
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