Baird Funds: 10,000+ Investment Options for Your Financial Goals

1. Know Your Investment Objectives:

Step 1: Define your financial goals and time horizon (short-term, medium-term, long-term).
Step 2: Determine your risk tolerance (conservative, moderate, aggressive).
Step 3: Consider your investment knowledge and experience level.

2. Explore Baird Funds:

Mutual Funds (2,000+ Options):
* Diversify your portfolio across stocks, bonds, sectors, and geographies.
* Choose from actively managed funds with professional portfolio managers or passively managed funds that track an index.

ETFs (Exchange-Traded Funds) (800+ Options):
* Similar to mutual funds, but trade like stocks throughout the trading day.
* Offer lower expenses and more flexibility than traditional mutual funds.

CEFs (Closed-End Funds) (600+ Options):
* Provide fixed income investments with potential for dividend income.
* May offer leverage, providing potential for higher returns but also higher risk.

Separately Managed Accounts (SMAs) (200+ Options):
* Customized portfolios tailored to your specific investment needs.
* Provide personalized portfolio management and access to specialized investment strategies.

3. Investment Strategies for Different Goals:

Retirement Savings:
* Consider target-date funds, which automatically adjust asset allocation based on your retirement date.
* Balance growth and income investments based on your age and risk tolerance.

Education Funding:
* Utilize 529 plans for tax-advantaged savings for college costs.
* Choose age-based portfolios that allocate assets more conservatively as the child approaches college age.

Income Generation:
* Invest in bond funds or CEFs for regular income payments.
* Consider municipal bond funds for tax-free income.

Growth Potential:
* Allocate a portion of your portfolio to growth-oriented investments such as stock funds or actively managed growth funds.
* Monitor performance and rebalance your portfolio regularly to maintain your desired risk level.

4. Baird's Investment Philosophy:

• Focus on long-term value and risk management.
• Active management of assets to identify opportunities and manage risks.
• Alignment with client goals and priorities.

5. Value Proposition:

• Comprehensive Selection: Choose from over 10,000 investment options.
• Professional Management: Benefit from expert portfolio management and research.
• Personalized Advice: Receive personalized guidance from experienced financial advisors.
• Commitment to Excellence: Baird has a long history of providing exceptional client service and investment performance.

6. Innovation at Baird:

Robo-Advisory Platform:
Simplifies investing with automated portfolio management and regular monitoring.

Sustainability Investing:
Offers ESG (Environmental, Social, and Governance) funds that align investments with societal values.

Impact Investing:
Provides opportunities to invest in companies and organizations that create positive social and environmental impact.