Exclusively for Baird’s Financial Advisors


Specialized Asset Management is an easy-to-understand institutional-caliber program, designed exclusively for Baird's high-net-worth clients. The hallmarks of SAM are transparency, tax efficiency and portfolios designed to weather difficult markets. 

Meet Baird’s Specialized Asset Management (SAM) portfolio managers, who discuss the team’s research-driven approach and unique solutions for high-net-worth investors.

Specialized Asset Management For Your High Net Worth Clients

For more information, please contact your Baird Financial Advisor.

A Comprehensive Solution

SAM portfolios combine strategic asset allocation and professional active management with time-tested portfolio models. SAM provides equity and fixed income exposure through a balance of high-quality stocks, mutual funds and ETFs, all available in a single account.

Risk-Managed

We build our portfolios to weather tough market environments. Core equity holdings focus on quality companies with sustainable competitive advantages. Fixed income allocations emphasize return of principal. Flexible holdings consist of investments with low correlations to the equity markets. The inclusion of complementary asset classes reduces portfolio volatility.

Tax-Advantaged

The SAM team understands that taxes matter. More importantly, we are investors, not traders. Turnover is intentionally low with our average holding period exceeding five years. Clients maintain their own cost basis, making tax-loss selling possible.

Research-Driven

Investments are researched and selected by our senior portfolio managers, who draw on numerous leading research platforms (including Baird’s top-ranked equity research). The SAM team also meets directly with company management for updates on existing holdings and to vet potential new investments.

 

 

Flexibility

SAM has a suite of offerings designed to help high-net-worth clients with varying needs. SAM Strategic provides all of the benefits listed above for clients with a minimum of $250,000 in assets. SAM Custom adds more tailored features for clients with assets of $1 million or more. The SAM Dividend Growth portfolio is a stand alone SMA which seeks to invest in durable businesses that have the ability to consistently grow their dividends over time.