Creating the right financial plans and investment strategies for you begins with understanding who you are and what’s important to you. Far more than a simple Q&A, our process begins with truly getting to know you – your values, hopes and concerns. We’ll engage in a conversation about your current financial situation, your priorities and your vision for the future. And this line of communication will stay open once we’ve built and implemented your comprehensive, personalized solutions so we can ensure they remain on track for the long term.

Baird’s highly respected Private Wealth Management team has a unique understanding of Native American cultures. Our team within Baird was created on our corporate philosophy of giving focused attention to Native American communities, Native American business enterprises & Alaska Native corporations in a range of services:

• Advanced asset allocation analysis and portfolio strategies
  
• Independent institutional management and research services
  
• Brokerage and investment management
  
• Cash Management/Capital Preservation
  
• Private Equity/Alternative Investments
  
• Minor’s Trust & Per Capita Distribution Strategies
  
• Retirement Plans/Consulting
  
• Educational Services

Our experience, perspective and respect for your distinct culture and governing infrastructure provides unique insight to assist and to guide tribal councils and their management teams in a collaborative fashion to make decisions for the community’s financial future. At Baird, we also provide educational resources to our Native American partners in the form of seminars and internship opportunities.

Joseph Hoon, Kathryn Nusbaum, Jane Marie Petty and John Fitzgibbons work with clients to develop an overall investment strategy. The team currently manages over $2 billion in Native American & Alaska Native assets, including Investment Consulting, Investment Management & Private Equity. Since 1994, Joseph & John has been advising and managing assets for high-net-worth individuals, foundations, corporations, Native American communities and Alaska Native corporations. Joseph and John are often presenters at national conferences, including the Information Management Network’s Native American Finance Conference, the Native American Financial Officer’s Association Conference (NAFOA) and Global Gaming Expo (G2E), where they discuss the preservation and growth of tribal wealth.

Click here for my information regarding our Institutional Consulting Services.

Our approach to investing is designed to provide solutions and strategies specifically tailored to your goals and ongoing advice and due diligence to help simplify your financial life:

• First, we gather information about you to better understand your complete financial picture.
  
• We then work with you to identify goals and objectives, prioritize them in terms of importance and timeframe, and determine the amount of risk you’re comfortable with.
  
• Taking the above into consideration, we look for gaps and opportunities.
  
• We draw on our own expertise and the considerable resources of Baird – including industry-leading equity research, top product selection specialists and leading experts in tax, retirement, insurance and estate planning – to evaluate your investment options.
  
• We recommend a custom solution and, with your trust and confidence, implement it in accordance with the Investment Policy Guidelines you help us to set.
  
• We consistently review your portfolio and measure performance to make adjustments as changes occur in the markets.
  
• We provide ongoing management and oversight to help keep your investments aligned with your plans as your personal situation evolves.