Our Deep Bench of Expertise

Our extended Baird team brings you more advice and financial services knowledge than you ever thought possible! We have access to a full range of in-house wealth management experts who are just as committed to your success as you are.

• Wealth, tax and estate planning experts: Experts who can collaborate on solutions and multigenerational planning that support you and your family
• Market analysts: Portfolio analysts, equity and fixed income analysts and investment strategists, as well as award-winning macroeconomic analysis from Strategas’ policy experts
• Cash and lending specialists: Lending and liquidity solution consultants to help you maximize your flexibility while ensuring your cash is working as hard for you as possible
• Technology experts: Specialists who make sure you can communicate seamlessly and securely with your advisor while investing in cutting-edge tools to provide actionable and tailored insights
• Portfolio Managers: Analysts who employ unique strategies to investment research to give you a wide range of portfolios to support your investing preferences
• Our Wealth Management Partners: Baird experts in businesses outside of wealth management who can partner with you for specialized guidance on business valuations, trust solutions, private equity opportunities and much more
• Investment Specialists: Experts who support a robust platform that includes a broad range of investments – including advisory solutions, trusted asset managers, alternative investments and more – to address your unique goals

Our Tools and Technology

Baird Online

Through Baird Online, you can receive detailed, real-time account information at any time, and you can also share updates and schedule meetings with your advisor. And to keep your data secure, we invest in comprehensive identity theft protection services, consistently test our own systems and develop resources that help you safeguard your personal information.

Baird 360 Wealth

With Baird's 360 Wealth tool, you can link a variety of non-Baird accounts to give you a holistic view of your financial status, including:

• Checking/Savings
• 401(k)
• Credit/Debit Cards
• Home/Mortgage/Real Estate
• Assets/Liabilities
  • View a comprehensive net worth statement
  • Track changes in your portfolio
  • Manage and view your current month’s budget, spending and cash flow

Protecting your personal and account information is an essential part of our commitment to you and the trust you place in us. Our information security team uses advanced technologies and industry-tested processes to provide a defense against electronic fraud.

360 Wealth offers the following security features:

• Your credentials are always fully encrypted
• Alternative methods of verifying your identity
• All access and activity is controlled, logged, and monitored by a 24/7
• Security Operations Center