Robert W. Baird & Co Incorporated

Overview

Robert W. Baird & Co Incorporated is a full-service securities firm that operates as a corporation and combines broker-dealer capabilities with advisory services and qualified custody. The firm serves both individual/family clients and institutional investors, offering a broad set of advisory services that span financial planning, portfolio management for individuals and institutions, pension consulting, selection of other advisers, and investor education. It also functions as a registered municipal advisor and provides commodity pool/CTAdesignated services. Fee arrangements at the firm are diverse — they employ asset-based fees, hourly and fixed fees, transaction commissions, and performance-based fees depending on the client relationship or product. The firm identifies as an active ESG investor, incorporating environmental, social, and governance factors into its investment approach. It does not position itself as a capital allocator; instead, it places client assets into external managers and pooled vehicles when appropriate.

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