Robert W. Baird & Co. Incorporated

Robert W. Baird & Co. Incorporated, commonly known as Baird, is a U.S.-based financial services firm founded in 1919. Its origins are associated with Robert Wilson Baird, who led the union of two bond departments that formed the First Wisconsin Company. Baird describes its longstanding principles as integrity, service to others and a focus on clients’ long-term interests. The firm serves individuals, families, communities, small businesses, foundations, corporations and institutional investors. Its principal businesses include Private Wealth Management, Asset Management, Investment Banking, Capital Markets and Private Equity. Its wealth management business serves clients through offices across the United States; the firm also describes a broader office network on three continents and services for corporations and institutional investors around the world. Baird identifies itself as one of the largest employee-owned financial services firms in the United States. It says that being privately held and employee-owned has supported its ability to grow in areas where clients seek advice, and that its associates share a personal stake in the firm’s mission. The company presents The Baird Way as its guiding responsibility to improve outcomes for clients, associates and communities. Its public-facing activity includes financial advice, investment services, market commentary and educational material. Baird is active, with a broad U.S. presence and international operations.

Baird traces its institutional history to 1919, when Robert Wilson Baird led the union of two bond departments that formed the First Wisconsin Company. The firm’s historical account describes integrity in business and service to clients and communities as principles established in its early years. It says that Baird has sought to stay focused on clients and their long-term financial interests through changing economic conditions. Over time, Baird expanded beyond its early bond-business roots. Its present-day services span Private Wealth Management, Asset Management, Investment Banking, Capital Markets and Private Equity. The firm serves a range of client types, from individuals and families to businesses, foundations, corporations and institutional investors. Its offices include a substantial U.S. wealth-management network as well as locations on three continents. Baird describes itself as privately held and employee-owned. The company says this structure has enabled it to grow in areas where it can serve clients and that its associates share a personal stake in its mission. Its current corporate narrative calls this philosophy The Baird Way, a responsibility to improve lives and futures for clients, colleagues and the communities they share. The firm’s website identifies Steve Booth as Chairman and CEO. Baird remains active and continues to present its financial advice, investment services and market perspectives to clients in the United States and internationally.

• 1919

  First Wisconsin Company formed

• Expansion into a broad financial services firm

A client-focused, privately held and employee-owned financial services firm emphasizing long-term advice, integrity and service to clients and communities.

• Private Wealth Management

  Financial advice and wealth management services, with offices throughout the United States.

• Asset Management

  Investment management services, including Baird-managed bond funds.

• Investment Banking and Capital Markets

  Services for companies and institutional clients, including global investment banking and equity and fixed-income capital markets.

• Private Equity

  Private equity services offered as part of Baird’s financial services businesses.

• Maintain private, employee-owned structureOther

1. 1Discover the Difference | Bairdrwbaird.com
2. 2A Tour Through Time | Bairdrwbaird.com
3. 3About Us | Bairdrwbaird.com
4. 4Business Locations | Bairdrwbaird.com