At Baird, our investment strategy is centered around a long-term, diversified approach that is customized to meet the unique needs and goals of each individual client. Our overarching guiding philosophy is to endure down markets, capture market growth, and provide peace of mind to the valued clients we serve. We accomplish this by using a customized asset allocation strategy that considers factors such as life stage, risk tolerance, and investment goals.
We also prioritize tax efficiency, seeking out investment vehicles that will help minimize taxes and maximize after-tax returns. Asset location and tax loss harvesting strategies are other key considerations as we work with clients to determine the most appropriate placement of assets within taxable and tax-advantaged accounts.
In addition to these core principles, we place a strong emphasis on personalized wealth strategies, recognizing that each client has unique circumstances that require a customized approach. By staying attuned to each client's changing needs and goals, we can adapt and refine their wealth management strategy over time, to ensure that it remains aligned with their overall financial plan.
Products and Services
Financial Planning and Consulting
Member Since: 2010