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Baird Equity Asset Management

777 East Wisconsin Avenue
Milwaukee, Wisconsin 53202
United States
 
Contact :      Mr. Todd Haschker
Phone :       (800) 792-4011
Fax :             (414) 298-7500
Email :         thaschker@rwbaird.com
Web :           http://www.bairdequityassetmanagement.com

Baird Equity Asset Management Information

Type of organization :
Total Assets Managed ($Mil) : $4,553
Tax-Exempt Managed ($Mil) : $3,150
Taxable Assets Managed ($Mil) : $1,403
Year Founded : 1971
Wrap Programs Offered? : Yes
# of Accounts Managed : 1191
In-House Research : 80 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands
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Baird Equity Asset Management History

Robert W. Baird & Co. (Baird), headquartered in Milwaukee, Wisconsin, was founded in 1919 and today is one of the largest regional investment brokerage firms in the country. Baird Equity Asset Management is the equity portfolio management arm of Robert W. Baird & Company. Headquartered in Milwaukee, Wisconsin, Baird Equity Asset Management has a tradition of building partnerships with clients to help them achieve their investment goals. The firm manages both separate accounts and mutual funds for its mid cap growth equity strategy, as well as balanced portfolios. Baird Equity Asset Management is a qualified investment manager pursuant to Section 3(38) of ERISA and is registered as an investment advisor under the Investment Advisors Act of 1940. Baird Equity Asset Management has been registered since 1971.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
1102
$1020.02
 
Limited Partnership :
 
Foundations :
24
$132.76
ERISA :
Unions, Taft-Hartley :
8
$145.4
Public :
5
$201.02
Others :
52
$3053.46
Total # of Professional : 16 Analysts : 9
Portfolio Managers : 7 Traders : 4
Client Service : 10 Operation : 5

Baird Equity Asset Management Personnel

Mr.  Todd Haschker

Marketing Director
Tel : 414-298-7362
Email: thaschker@rwbaird.com
Director of Sales and Business Management: Mr. Haschker joined Baird Investment Management in February of 2001. Before joining Baird, he worked at an independent, Milwaukee-based money management firm in the Institutional Sales and Client Servicing Department overseeing the relationships within the pension/investment consultant community. Mr. Haschker graduated from the University of Wisconsin-Madison in 1993, earning a BS degree in Economics.

Baird Equity Asset Management Product Name

Mid Cap Growth Equity:Privately Managed Accounts
Report Created: July,17 2018.  Copyright Money Manager Review , All rights Reserved.
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