Robert W. Baird & Company, Inc.

Robert W. Baird & Co. Incorporated, commonly known as Baird, is an independent, employee-owned financial services firm headquartered in Milwaukee, Wisconsin. Established in 1919, Baird has grown into one of the largest privately held, full-service investment firms in the United States. It manages and oversees over $355 billion in client assets.

Core Business Units

Baird operates through five main divisions:

• Private Wealth Management (PWM): Offers financial advice, planning strategies, and investment services to high-net-worth individuals and institutions. It manages over $235 billion in client assets and provides portfolio management, retirement planning, philanthropic gifting, and risk management services. Additional offerings include retirement plans, stock option exercise programs, hedging strategies, and business transition planning.
• Asset Management: Comprises Baird Advisors and Baird Equity Asset Management, managing more than $120 billion in assets. The division offers mutual funds covering fixed income and equity funds and is known for consistent performance and client service.
• Investment Banking/Equity Capital Markets: Serves primarily middle-market companies with advisory services on mergers and acquisitions, equity and debt transactions, and capital raising. In 2020, the team advised on nearly 200 transactions worth over $70 billion. Equity sales and trading professionals provide institutional investors access to equity research on over 725 stocks.
• Fixed Income Capital Markets: A team of approximately 140 institutional traders, salespeople, and analysts specialize in corporate credit, municipal, government, agency, and securitized products, supporting institutional investors with research, sales, and trading.
• Private Equity: Baird Capital Partners Europe Limited focuses on private equity investments, providing capital and strategic support to growth-oriented companies. It is authorized and regulated in the UK by the Financial Conduct Authority.

Global Presence

Baird employs approximately 5,100 people across more than 200 locations worldwide. Its offices span:

• United States
• Europe
• Asia

Key international offices include major cities such as London, Frankfurt, Hong Kong, and Tokyo. This global reach enables Baird to serve a diverse client base across multiple markets.

Company Philosophy

Baird's philosophy, known as “The Baird Way,” embodies core values of responsibility, integrity, and a commitment to improving lives and futures. This guides the firm's approach to client service and workplace culture.

Headquarters Location

The company is headquartered in Milwaukee, WI, USA.