Business Details
50+ Years
experience
Your Trusted Financial Partner Since 1919
Founded in 1919, our firm has built a legacy of delivering trusted financial guidance to individuals, families, and institutions. As an employee-owned company, we prioritize long-term client relationships over short-term gains, leveraging our independence to provide unbiased advice tailored to unique financial goals. Our expertise spans wealth management, asset management, investment banking, and private equity, supported by a team of seasoned professionals committed to exceptional service.With offices across three continents and over a century of experience, we combine global resources with personalized attention to help clients navigate complex financial landscapes. Our conservative management approach has ensured 40 consecutive years of profitability, enabling consistent reinvestment in technology, talent, and client-focused solutions. Recognized as a Fortune 100 Best Company to Work For since 2004, our culture of integrity and collaboration drives every decision we make.
Services
Private Wealth Management
Asset Management
Investment Banking
Private Equity
Trust Services
Capital Markets
Public Finance
Equity Research
Fixed Income Solutions
Global Corporate Access
Details
- Year established: 1919
Highlights and features
- We are employee-owned, aligning our interests with clients' long-term success.
- 40 consecutive years of profitability ensure consistent service through market cycles.
- Global expertise with personalized, local relationship management.
- Recognized as a Fortune 100 Best Company to Work For since 2004.
- Our conservative management approach prioritizes client security over short-term gains.
Associations and certifications
- SIPC
Services
Private Wealth Management
Our Private Wealth Management division offers personalized financial strategies for individuals and families. We provide investment advisory services, retirement planning, tax-efficient strategies, and estate planning solutions. With over 155 offices nationwide, our advisors combine local relationship management with access to global resources, ensuring comprehensive wealth solutions tailored to each client's unique goals and values.
Asset Management
Baird Asset Management delivers institutional-quality investment solutions through active management strategies. Our offerings include mutual funds, separate accounts, and customized portfolios across fixed income, equities, and multi-asset strategies. With a focus on risk management and long-term performance, we serve both individual investors and institutional clients seeking tailored asset allocation solutions backed by rigorous research.
Investment Banking
Our Investment Banking team provides advisory services for mergers, acquisitions, and capital raising. Specializing in industry-specific expertise across sectors, we offer strategic counsel, valuation analysis, and execution support. With global reach and sector-focused teams, we help corporations navigate complex transactions while maintaining a strong track record in public finance and municipal bond underwriting.
Private Equity
Baird Capital partners with management teams to build world-class businesses through growth equity investments. Focusing on middle-market companies in North America and Europe, we provide capital and strategic resources for expansion, acquisitions, and operational improvements. Our sector-agnostic approach targets industries with strong growth potential, leveraging our global network to create long-term value.
Trust Services
Baird Trust offers fiduciary services including trust administration, estate settlement, and asset management. With over 35 years of experience and $20 billion in assets under management, we provide customized solutions for wealth preservation and intergenerational transfer. Our services cater to individuals, families, and institutional clients seeking reliable trust administration and estate planning expertise across multiple states.
Questions
What services does Baird offer?
We provide Private Wealth Management, Asset Management, Investment Banking, Capital Markets, and Private Equity services to individuals, families, corporations, and institutional investors globally.
Is Baird a publicly traded company?
No, we are a privately held, employee-owned firm, which allows us to maintain long-term focus and independence in serving client interests.
How can I find a Baird financial advisor?
Visit our website to locate an advisor in your area or contact our Milwaukee headquarters for personalized assistance connecting with a local financial professional.
What makes Baird different from other financial firms?
Our employee ownership structure, 40 consecutive years of profitability, and client-first culture distinguish us, fostering consistent service quality and long-term relationship management.
Where is Baird headquartered?
Our corporate headquarters is located at 777 East Wisconsin Avenue, Milwaukee, WI 53202, with offices across three continents.
How long has Baird been in business?
We were founded in 1919 in Milwaukee, Wisconsin, and have maintained continuous operation for over a century through changing market conditions.
