While many financial advisory firms primarily use mutual funds for client portfolios, we believe in a more tailored approach. Mutual funds often come with extra fees and less flexibility. Our unique blend of money manager based investment strategies provides a balanced, cost-effective portfolio designed to meet your specific financial goals.
Money Manager Based Investing
Unlike, many traditional investment models that focus solely on mutual funds, our money manager strategies allows our clients to own individual equities. This provides our clients with a greater level of transparency in their portfolios. In a mutual fund format, you are a pooled share holder of the fund. However, when you own money manager based strategies, you own the securities outright.
*The Morningstar Universe (Category Peer Performance) used for comparative analysis are constructed by Morningstar and data is provided to Baird Trust by Morningstar Direct. The Morningstar Categories are based on Morningstar’s global Style Box model, which classifies funds and separate accounts according to the market-cap and investment style of the securities in which funds and separate accounts invest over a three-year period. This ensures that investment styles are treated equally. Morningstar engages in a formal category review process organized by Category Group, which is reviewed twice each year. Baird Trust does not have any affiliation with Morningstar and does not have influence over the process Morningstar uses to determine this ranking. The rating shown represents a 10-year period (10/01/2015 – 09/30/2025) as published by Morningstar on October 31, 2025. We do not compensate Morningstar to obtain this rating.*
Tax Efficient Investment Strategies
Tax efficiency is often an overlooked aspect of investing, but it's a key factor in your net returns. We focus on managers that tend to have a low turnover rate, meaning we hold onto stocks for a longer periods of time. This approach, coupled with tax loss harvesting strategies, helps mitigate capital gains taxes, thereby increasing your overall returns.
Quality over Quantity
We offer our clients access to our affiliate Baird Trust for money management. Baird Trust targets high-quality companies that have a history of strong performance and have the potential for future growth. Baird Trust portfolio managers meticulously research and select companies that are not only industry leaders but also have sustainable competitive advantages. This focused approach aims to generate consistent returns over the long term.
