Robert W. Baird & Co. is an employee-owned, international financial services company headquartered in Milwaukee, Wisconsin.
Founded in 1919, Baird provides investment banking, asset management, private equity, and wealth management services to individuals, corporations, and institutions.
The company has a strong presence in Milwaukee, where it is one of the largest employers and a major supporter of the community.
Robert W. Baird & Co.
Robert W. Baird is an employee-owned, international financial services company headquartered in Milwaukee, Wisconsin.
- Founded in 1919
- Investment banking
- Asset management
- Private equity
- Wealth management
- Major Milwaukee employer
Baird provides a wide range of financial services to individuals, corporations, and institutions. The company has a strong presence in Milwaukee, where it is one of the largest employers and a major supporter of the community.
1. Founded in 1919
The founding of Robert W. Baird & Co. in 1919 marked the beginning of a long and successful history for the company. Baird has grown from a small, regional investment firm to a global financial services provider with a strong presence in Milwaukee.
- Legacy and Reputation: Baird's long history has given it a strong reputation for stability and reliability. The company has weathered numerous economic downturns and market fluctuations, and it has consistently been ranked as one of the top financial services firms in the country.
- Local Roots: Baird was founded in Milwaukee and has remained headquartered in the city for over 100 years. The company is a major employer in Milwaukee and a strong supporter of the community.
- Commitment to Milwaukee: Baird is committed to the city of Milwaukee and its residents. The company has invested heavily in the city and its institutions, including the Milwaukee Art Museum, the Milwaukee Symphony Orchestra, and the United Way of Greater Milwaukee.
- Global Reach: Despite its strong local roots, Baird has also expanded its reach globally. The company now has offices in major financial centers around the world, including New York, London, and Tokyo.
Baird's founding in 1919 was a significant event in the history of the company and the city of Milwaukee. The company has grown and prospered over the years, and it remains a major force in the financial services industry.
2. Investment banking
Investment banking is a critical component of Robert W. Baird & Co.'s business. The firm provides a full range of investment banking services to corporations, institutions, and governments, including:
- Mergers and acquisitions advice
- Capital raising
- Restructuring
- Debt and equity underwriting
Baird's investment banking team has a deep understanding of the Milwaukee market and a strong track record of success. The firm has advised on some of the most significant transactions in Milwaukee history, including the sale of Harley-Davidson to KKR in 2021.
Investment banking is a complex and challenging business, but it is also a vital one. Baird's investment banking team plays a key role in helping Milwaukee companies grow and succeed.
3. Asset Management
Asset management is a critical component of Robert W. Baird & Co.'s business. The firm provides a full range of asset management services to individuals, families, and institutions, including:
- Investment advisory services: Baird's investment advisory team provides personalized investment advice to clients based on their individual goals and risk tolerance. The team has a deep understanding of the markets and a proven track record of success.
- Portfolio management: Baird's portfolio management team manages investment portfolios for clients, taking into account their individual goals, risk tolerance, and time horizon. The team uses a disciplined investment process to generate consistent returns for clients.
- Retirement planning: Baird's retirement planning team helps clients plan for a secure retirement. The team provides advice on a variety of retirement planning topics, including saving for retirement, investing for retirement, and drawing down assets in retirement.
- Trust and estate planning: Baird's trust and estate planning team helps clients preserve and transfer their wealth. The team provides advice on a variety of trust and estate planning topics, including estate planning, trusts, and wills.
Baird's asset management team has a deep understanding of the Milwaukee market and a strong track record of success. The firm has been recognized for its asset management services by a number of publications, including Barron's and Forbes.
4. Private equity
What is private equity?
Private equity is an investment approach that involves acquiring and managing companies that are not publicly traded. Private equity firms typically invest in companies that are undervalued or have the potential for growth. The goal of private equity is to generate a return on investment by improving the company's operations, increasing its revenue, and eventually selling it for a profit.
Robert W. Baird & Co. and private equity
Robert W. Baird & Co. is a leading provider of private equity services. The firm has a long history of investing in Milwaukee-based companies, and it has a strong track record of success. Baird's private equity team has invested in a wide range of companies, including manufacturers, distributors, and service providers.
The importance of private equity
Private equity is an important source of capital for Milwaukee companies. Private equity firms can provide companies with the funding they need to grow and expand. They can also provide companies with the expertise and resources they need to improve their operations and increase their profitability.
Real-life examples
One example of Baird's successful private equity investments is its investment in Tailored Label Products. Tailored Label Products is a Milwaukee-based manufacturer of custom labels and tags. Baird invested in Tailored Label Products in 2010, and since then, the company has grown significantly. Tailored Label Products has expanded its product line, increased its sales, and created new jobs.
Another example of Baird's successful private equity investments is its investment in Dynamic Precision Products. Dynamic Precision Products is a Milwaukee-based manufacturer of precision metal components. Baird invested in Dynamic Precision Products in 2012, and since then, the company has grown significantly. Dynamic Precision Products has expanded its product line, increased its sales, and created new jobs.
Conclusion
Private equity is an important component of Robert W. Baird & Co.'s business. Baird has a long history of investing in Milwaukee-based companies, and it has a strong track record of success. Private equity is an important source of capital for Milwaukee companies, and it can help companies grow and expand.
5. Wealth management
Wealth management is a critical component of Robert W. Baird & Co.'s business. The firm provides a full range of wealth management services to individuals, families, and institutions, including:
- Investment advice: Baird's wealth management team provides personalized investment advice to clients based on their individual goals, risk tolerance, and time horizon.
- Retirement planning: Baird's wealth management team helps clients plan for a secure retirement. They provide advice on a variety of retirement planning topics, including saving for retirement, investing for retirement, and drawing down assets in retirement.
- Estate planning: Baird's wealth management team helps clients preserve and transfer their wealth. They provide advice on a variety of estate planning topics, including wills, trusts, and powers of attorney.
- Trust and investment management: Baird's wealth management team manages trusts and investments for clients. They provide a variety of services, including asset allocation, portfolio management, and performance reporting.
Baird's wealth management team has a deep understanding of the Milwaukee market and a strong track record of success. The firm has been recognized for its wealth management services by a number of publications, including Barron's and Forbes.
6. Major Milwaukee employer
Robert W. Baird & Co. is a major employer in Milwaukee. The company has been headquartered in the city since its founding in 1919, and it currently employs over 1,700 people in Milwaukee.
- Economic impact: Baird is a major contributor to the Milwaukee economy. The company's employees earn good wages and benefits, and they spend their money in the local community. Baird also invests heavily in Milwaukee, including through its support of local businesses and organizations.
- Community involvement: Baird is committed to being a good corporate citizen in Milwaukee. The company supports a wide range of local organizations, including the Milwaukee Art Museum, the Milwaukee Symphony Orchestra, and the United Way of Greater Milwaukee.
- Attracting and retaining talent: Baird is a major employer of college graduates in Milwaukee. The company's competitive salaries and benefits, as well as its commitment to Milwaukee, make it an attractive employer for top talent.
- Diversity and inclusion: Baird is committed to diversity and inclusion in the workplace. The company has a number of initiatives in place to promote diversity and inclusion, including a diversity council, a mentoring program, and a resource group for employees of color.
Baird is a major employer and a major contributor to the Milwaukee community. The company's commitment to Milwaukee is evident in its economic impact, its community involvement, its commitment to attracting and retaining talent, and its commitment to diversity and inclusion.
FAQs about Robert W. Baird & Co.
Robert W. Baird & Co. is a leading financial services firm headquartered in Milwaukee, Wisconsin. The company has a long history of providing investment banking, asset management, private equity, and wealth management services to individuals, corporations, and institutions.
Question 1: What is Robert W. Baird & Co.?
Robert W. Baird & Co. is an employee-owned, international financial services company headquartered in Milwaukee, Wisconsin. The company provides a wide range of financial services, including investment banking, asset management, private equity, and wealth management.
Question 2: What is Robert W. Baird & Co.'s history?
Robert W. Baird & Co. was founded in 1919 and has grown to become one of the largest financial services firms in the United States. The company has a long history of providing investment banking, asset management, private equity, and wealth management services to individuals, corporations, and institutions.
Question 3: What services does Robert W. Baird & Co. provide?
Robert W. Baird & Co. provides a wide range of financial services, including investment banking, asset management, private equity, and wealth management. The company's services are tailored to meet the needs of individuals, corporations, and institutions.
Question 4: Where is Robert W. Baird & Co. headquartered?
Robert W. Baird & Co. is headquartered in Milwaukee, Wisconsin. The company has offices in major financial centers around the world, including New York, London, and Tokyo.
Question 5: Is Robert W. Baird & Co. a publicly traded company?
No, Robert W. Baird & Co. is an employee-owned company. The company's shares are not publicly traded.
Question 6: What is Robert W. Baird & Co.'s commitment to Milwaukee?
Robert W. Baird & Co. is committed to the city of Milwaukee and its residents. The company is a major employer in Milwaukee and a strong supporter of the community.
Robert W. Baird & Co. is a leading financial services firm with a long history of providing quality services to individuals, corporations, and institutions. The company is committed to Milwaukee and its residents.
For more information about Robert W. Baird & Co., please visit the company's website at www.rwbaird.com.
Tips from Robert W. Baird & Co.
Robert W. Baird & Co. has been providing financial advice to individuals and businesses in Milwaukee for over 100 years. Here are a few tips from Baird's financial advisors to help you manage your money and plan for the future.
Tip 1: Start saving early.
The sooner you start saving, the more time your money has to grow. Even if you can only save a small amount each month, it will add up over time.
Tip 2: Invest for the long term.
Don't try to time the market. Instead, invest for the long term and ride out the ups and downs. Over time, the stock market has always trended upwards.
Tip 3: Diversify your investments.
Don't put all your eggs in one basket. Diversify your investments across different asset classes, such as stocks, bonds, and real estate.
Tip 4: Rebalance your portfolio regularly.
As your investments grow, it's important to rebalance your portfolio to make sure that your asset allocation is still in line with your risk tolerance and investment goals.
Tip 5: Get professional advice.
If you're not sure how to invest your money, get professional advice from a financial advisor. A financial advisor can help you create a personalized investment plan that meets your specific needs and goals.
Summary
By following these tips, you can take control of your finances and plan for a secure financial future.
Conclusion
Robert W. Baird & Co. is committed to helping you achieve your financial goals. Contact a Baird financial advisor today to learn more about our services.
Conclusion
Robert W. Baird & Co. is a leading financial services firm with a long history of serving the Milwaukee community. The firm provides a wide range of financial services, including investment banking, asset management, private equity, and wealth management. Baird is committed to providing its clients with the highest level of service and expertise.
As Milwaukee continues to grow and prosper, Robert W. Baird & Co. is well-positioned to continue to play a leading role in the city's financial future. The firm is committed to providing its clients with the tools and resources they need to achieve their financial goals.
