Baird

Overview

Baird (Robert W. Baird & Co.) is an employee-owned financial services firm based in Milwaukee, Wisconsin, established in 1919. It offers a wide range of services, including investment banking, capital markets, private equity, wealth management, and asset management. With approximately 4,600 employees and over 200 offices across the U.S., Europe, and Asia, the firm manages more than $525 billion in client assets and reported $3.5 billion in revenues for 2024.

Baird operates five key business segments: Private Wealth Management, Asset Management, Investment Banking, Fixed Income/Capital Markets, and Private Equity/Venture Capital. The firm is recognized for its comprehensive strategies tailored to high-net-worth individuals, families, and institutional clients. Baird Capital focuses on investing in lower middle-market companies across various sectors. The firm emphasizes integrity, client interests, and community support, contributing significantly to nonprofits through the Baird Foundation.

Basic Information

Contact Details

• Phone: +1 800-792-2473
• Website: rwbaird.com
• LinkedIn: linkedin.com/company/robert-w-baird-co

Key Focus Areas & Initiatives

• Wealth management
• Capital markets
• Asset management
• Private equity
• Investment banking
• Institutional sales & trading
• Public finance
• Information technology
• Equity research
• Venture capital
• Compliance
• Corporate finance
• ETFs
• Macro research
• Alternative investments
• Mutual funds
• Financial advisory
• Client relationships
• Full-service investment firm
• Global financial services
• Market insights
• Alternative asset management
• Global M&A advisory
• Employee-owned
• Client trust
• Financial planning
• Sustainability
• Institutional investors
• Mergers and acquisitions
• Market expertise
• Employee ownership
• B2B technology investments
• Research and analysis
• Market execution
• Institutional trading
• Fixed income solutions
• Institutional clients
• ESG investment practices
• Client advisory
• Private client services
• Municipal bond underwriting
• Venture capital investments
• Long-term client focus
• Public sector bond issuance
• Institutional fixed income
• Diversified revenue streams
• Private client advice
• Investment strategies
• Market research
• Securities and commodity contracts intermediation and brokerage
• Global investment banking
• Global offices
• Market research excellence
• Public finance solutions
• Client assets
• Financial analytics
• Risk-adjusted performance
• Institutional asset management
• Risk management
• Portfolio management
• Retirement planning
• Investment solutions
• Performance-driven
• Private equity in tech
• Growth equity
• Technology services
• Global presence
• Long-term client relationships
• Asset oversight
• Venture capital in services
• Market insights by Strategas
• Tax planning
• Client-centric investment approach
• Equity underwriting
• Intergenerational wealth transfer
• Real estate investment
• Corporate advisory
• Global research platform
• Debt underwriting
• Estate planning
• Collaborative culture
• Family wealth planning
• Public sector finance
• Private wealth advice
• Long-term stability
• Integrated global teams
• Performance management
• Private equity portfolio companies
• Risk control
• Baird Capital
• Private wealth management
• Fixed income
• Client-first culture
• Diversity and inclusion
• Trust services
• Baird Trust
• Long-term financial planning
• Corporate access
• Institutional sales
• Equity capital markets
• Wealth planning
• Sales and trading
• Experienced advisors
• Financial education
• Community investment
• Personalized financial advice
• Client portal
• Securitized products
• Mission-driven finance
• Fund administration
• Asset allocation
• Corporate finance advisory
• Executives leadership
• Recognition and awards
• Global team expertise
• Client satisfaction commitment
• Healthcare
• Finance
• Non-profit
• Distribution
• Transportation & logistics
• Investment management
• Financial consulting
• Consulting
• Management consulting
• Environmental services
• Renewables & environment
• Mergers & acquisitions
• Law practice
• Legal services
• Venture capital & private equity
• Real estate investments
• Real estate
• Health care
• Health, wellness & fitness
• Hospital & health care
• Nonprofit organization management

Technologies Used

• AI
• Amazon AWS
• CSC Corporate Domains
• CloudFlare Hosting
• DoubleClick Floodlight
• EPiServer
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Google AdSense
• Google AdWords Conversion
• Google Analytics
• Google Play
• Google Tag Manager
• Hotjar
• Microsoft Office 365
• Mobile Friendly
• Pingdom
• Piwik
• Remote
• Ruxit
• The Trade Desk
• Typekit
• UltraDns
• Vimeo
• YouTube
• iTunes
• reCAPTCHA

Affiliated Organizations & Regional Branches

• McAdams Wright Ragen
• Strategas Asset Management
• Griffiths Inc
• Baird Retirement Management
• Strategas Securities
• HEFREN-TILLOTSON, INC.
• Hilliard Lyons - A Baird Company
• Chautauqua Capital Management