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If you were a Hilliard Lyons client before transitioning to Baird, you will likely receive multiple 2019 tax statements. Hilliard Lyons will send tax statements for tax-related account activity throughout 2019, and Baird will send tax statements for tax-related account activity from October 19, 2019, through December 31, 2019. You may also receive a tax statement for other investments not held at Hilliard Lyons or Baird.
For statement wave mailing dates or other tax-related information, please visit bairdwealth.com/taxes.
The combination of Hilliard Lyons and Baird puts a wealth of financial expertise, broad business capabilities and global market perspective to work for clients like you.
Offering more than just investment advice, our Financial Advisors can help you make wise financial decisions in all areas of your life.
A top-ranked municipal debt underwriter,* we also offer advisory services for local municipalities, school districts and nonprofit institutions.
We provide M&A, debt advisory and equity financing services for companies around the world.
Focused teams of tenured managers offer high-quality fixed income and equity portfolios and mutual funds for institutional and high-net-worth investors. Check out our funds and their performance.
We offer internationally recognized equity and macroeconomic research, sales and corporate access to institutional clients around the world.
Baird Capital makes venture capital, growth equity and private equity investments in Healthcare, Industrial Solutions, and Technology and Services companies.
*No. 1 in the nation based on number of issues according to Ipreo MuniAnalytics
Hilliard Lyons’ decision to join Baird was made much easier by the commonalities in our cultures and philosophies. We all believe integrity is irreplaceable, clients come first and that our business is ultimately about improving lives. That’s why we’re committed to giving back in the communities we share with clients and neighbors like you.
Experience Baird's CultureLearn About Baird in the Community
If you have any questions about this exciting new partnership and what it means for you, email us directly or speak with your Hilliard Lyons advisor.