Fixed Income Strategies


With discipline honed over decades of managing money through various market environments, Baird Advisors consistently  to control risk and add incremental value to portfolios across the duration spectrum. Our strategies are designed to meet the specific investment and financial goals of a variety of clients, institutions and groups including, but not limited to: individual investors, endowments, family offices, foundations, retirement plans.

Contact one of our Investment Professionals for more information

Ultra Short Bond

Duration: 0-1 Year

The investment objective of the Ultra Short Bond Strategy is to seek current income consistent with the preservation of capital.

Short-Term Bond

Duration: 1-3 Years

The investment objective of the Short-Term Bond Strategy is to seek an annual rate of total return greater than the annual rate of total return of the Bloomberg Barclays 1–3 Year U.S. Government/Credit Bond Index.

Intermediate Bond

Duration: 1-10 Years

The investment objective of the Intermediate Bond Strategy is to seek an annual rate of return greater than the annual rate of total return of the Bloomberg Barclays Intermediate U.S. Government/Credit Bond Index.

Aggregate Bond

Duration: 1-30 Years

The investment objective of the Aggregate Bond Strategy is to seek an annual rate of total return greater than the annual rate of total return of the Bloomberg Barclays Aggregate Bond Index.

Core Plus Bond

Duration: 1-30 Years

The investment objective of the Core Plus Bond Strategy is to seek an annual rate of total return greater than the annual rate of total return of the Bloomberg Barclays U.S. Universal Bond Index.

Long Duration Bond (LDI)

Duration: 10+ Years

The investment objective of the Liability-Driven Investing Portfolio Strategy is to seek an annual rate of total return, before expenses, greater than the annual rate of total return of a benchmark selected for the client's portfolio. The particular benchmark is selected based on the specific client portfolio's investment objectives and may be either a published benchmark or a custom benchmark.

1-3 Year Municipal Bond

Duration: 0-3 Year(s)

The investment objective of the Ultra Short Bond Strategy is to seek current income consistent with the preservation of capital.

Short-Term Municipal Bond

Duration: 1-3 Years

The investment objective of the Short-Term Municipal Bond Strategy is to seek a high level of current income that is exempt from federal income tax and is consistent with the preservation of capital.

Strategic Municipal Bond

Duration: 1-10 Years

The investment objective of the Intermediate Bond Strategy is to seek an annual rate of return greater than the annual rate of total return of the Bloomberg Barclays Intermediate U.S. Government/Credit Bond Index.

Core Intermediate Municipal Bond

Duration: 1-15 Years

The investment objective of the Aggregate Bond Strategy is to seek an annual rate of total return greater than the annual rate of total return of the Bloomberg Barclays Aggregate Bond Index.

Quality Intermediate Municipal Bond

Duration: 1-15 Years

The primary investment objective of the Quality Intermediate Municipal Bond Strategy is to seek current income that is substantially exempt from federal income tax. A secondary objective is to seek total return with relatively low volatility of principal.

Municipal Bond

Duration: 1-30 Years

The investment objective of the Liability-Driven Investing Portfolio Strategy is to seek an annual rate of total return, before expenses, greater than the annual rate of total return of a benchmark selected for the client's portfolio. The particular benchmark is selected based on the specific client portfolio's investment objectives and may be either a published benchmark or a custom benchmark.