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Our investment management approach seeks consistent investment returns for our clients through long-term holdings of individual equity and fixed income securities that trade at a price below what our research suggests is their true, intrinsic value.
This style-consistent and prudent investment strategy is essential to helping our clients achieve long-term investment performance consistent with their investment goals, risk tolerance and time frame.
Working closely with your financial planner and our analysts, the portfolio management team uses your personalized financial plan as a guide to create a customized investment portfolio reflective of your target asset allocation. Selecting from a list of high-quality companies provided by our experienced analysts, the portfolio managers will choose a combination of securities designed to help achieve your specific investment goals.
Through an annual review, we ensure that your portfolio allocation and holdings reflect any changes made to your financial plan.
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©2012 The Wise Investor Group • One Freedom Square, 10th Floor, 11951 Freedom Drive • Reston, VA 20190 • (866) 758-9473
The Wise Investor Group is licensed is licensed to offer securities in the following states: AL, AR, AZ, CA, CO, DC, DE, FL, GA, IL, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WI, WV & WY.
Baird financial advisors may only conduct business with residents of the states in which they are properly registered or licensed. This site is for residents of the United States. The foregoing has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Please note that not all of the investments and services mentioned are available in every state. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC. ©2012 Robert W. Baird & Co. Incorporated.