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How We Work

Building, Preserving and Distributing Wealth

The comprehensive Baird Private Wealth Management process is designed to help you achieve financial success. It addresses your changing needs throughout your lifetime, and can help you:

  • Create and grow wealth
  • Protect and preserve wealth
  • Plan for the distribution of wealth during life and at death, in a tax-advantaged way
Client Centered

Using the Baird Private Wealth Management process, we can help you develop a sound, long-term approach to investing. We begin by collecting all pertinent data to help you identify your current and future financial goals. Then we develop financial strategies and implement your plan by selecting appropriate investment solutions. Just as important, we will review your plan regularly to ensure that the strategies and investments continue to meet your needs as those needs change over time.

Our Investment Philosophy

Communication

  • We believe regular communication with our clients is critical to investing their assets.
  • Through regular communication, our team is able to assess changes in our client's personal circumstances and in turn, make the necessary changes to their financial strategy and investment portfolio.

Planning

  • The only way to evaluate our client's total circumstances is through a financial plan.
  • A financial plan is a critical step in establishing our client's investment policy statement.
  • We abide by our client's investment policy statement to determine what we will and will not invest in our client's portfolio.

Performance

  • We compare our results to an appropriate benchmark index. Our goal is to outperform the designated index.
  • We look for the best risk adjusted rates of return not absolute rates of return.
  • We use established and time-tested investment strategies.
  • We address overall portfolio performance on a quarterly basis.

Duration

  • We understand that time in the market, not timing of the market is key.
  • We focus on long-term market strategies.

Asset Allocation Accounts for 93.6% of Your Portfolio's Performance

Historically, allocating assets among various classes of investments can account for up to 93.6% of portfolio performance. Factors such as market timing and individual investment selection influence the remaining 6.4%. All investments in securities are subject to the risk of fluctuating markets. There is no assurance that a particular combination of investments will produce similar results in the future.

Source: Financial Analysts Journal, B.G.P. Brinson, B.D. Singer & G.L. Beebower, Jan./Feb. 1995