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1400 Rocky Ridge Drive, Suite 250, Roseville, CA 95661

916-783-6518
jhoon@rwbaird.com
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True Partners in Wealth Management. 

Working together, we serve the consulting and investment needs of a wide range of clients across the country and it all starts by understanding your unique needs and vision of the future.  

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Joseph S. Hoon | Director

Joseph S. Hoon | Director

For over 25 years, Joseph has worked to service the needs of Native American communities, Alaska Native organizations, corporations, foundations and high net-worth individuals.

Alaskan Native Organizations & Native American Communities

Our experience, perspectives and respect for your distinct culture and governing infrastructure provides our team with unique insight to collaborate with tribal leadership and their management teams in making impactful decisions for the community’s financial future.

Venture Capital & Private Equity

 We focus on investing in sub sectors where we have deep institutional knowledge, and we leverage our global operating capabilities to support the operational and growth needs of our partner companies.

Foundations and Endowments

We partner with Baird's dedicated institutional consulting experts specializing in servicing foundations, endowments, certain trusts, pension funds and defined benefit plans

The Evolution of Wealth Management in Native American Communities

"Breach of trust is a well-known story among Native American tribes, whose history is littered with broken treaties, generations of failed and destructive Indian policies, and countless unkept promises. Fiduciary relationships, by contrast, are built on the cornerstones of trust and integrity – the kind that have historically been nonexistent in partnerships with Native American tribes. But the landscape is changing, creating opportunities for advancement, enhanced and self-governance, particularly in the realm of financial stewardship"

Gary Garvin, Baird Financial Advisor Foundations Program, Enrolled Member of the Ho-Chunk Nation of Wisconsin

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The Meaning Behind the Money: The Confederated Tribes of the Grand Ronde

At Baird, our experience, perspectives and respect for the distinct culture and governing infrastructure of the Native American Communities, provides our team with unique insight to collaborate with tribal leadership and their management teams in making impactful decisions for the community’s financial future. We are proud to partner with the Confederated Tribes of Grande Ronde - and we invite you to hear direclty from their Chairwomen, Cheryle Kennedy.  

"Baird Leads Business Initiative for Native Alaskan Students"

Baird announced an exciting partnership with the Alaska Native Science & Engineering Program at the University of Alaska Anchorage. The partnership focuses on supporting Indigenous students and bringing them into the world of financial services. Through support from the Baird Foundation, the organization has been awarded $100,000 to grow its programming and continue investing in students.

Baird’s longstanding support of the Native American Financial Officer Association (NAFOA) and its Private Wealth Management presence in Anchorage led to this connection with ANSEP (Alaska Native Science & Engineering Program). Baird has previously partnered with various native tribal organizations–to develop programs that help tribal youth better understand the worlds of economics and business, with a critical goal of assisting qualified candidates to pursue higher education in financial service-focused studies.  

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Team Brochure

Team Brochure

We serve the consulting and investment needs of a wide range of clients across the country and internationally from our offices in San Francisco and Sacramento. learn more

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Strategas Weekly Insights

Strategas Weekly Insights

Strategas cuts through the noise and provides insights that are highly valuable to our clients over the short and long term. 

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 Services

 Services

Review our scope of services and see how we can support your future by creating custom solutions. 

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Approach 

Approach 

Far more than a simple Q&A, our process begins with truly getting to know you – your values, hopes and concerns.

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