What specialized investment management services do you offer for a fee?

We provide fee‑based investment management services that include investment management, custom portfolio construction, Separately Managed Accounts (SMAs), and affiliated manager investment services.

What wealth planning services are included at no additional cost? 

We provide a broad range of wealth planning services at no additional fee. These include MoneyGuidePro® financial planning, MoneyGuidePro Wealth Studios® long‑term cash flow and legacy planning, Holistiplan® income tax planning and scenario analysis, estate planning guidance, health insurance and Medicare planning, family mission statement drafting, family meetings, and access to periodic Baird wealth planning and educational webinars.

What are your annual fees?   

Generally, 1% or less annually on the value of the assets under management.  No fee is charged on non-managed holdings or large concentrated stock positions.

What is your minimum dollar $ amount for a new relationship?

Our minimum requirement for a new relationship is $3 million in assets under management.

Who are your primary clients?

Our clients include business owners, successful multi‑generational families, retirees, and next‑generation investors building and managing long‑term wealth.

How many households do you serve? 

We currently serve approximately 100 households, including about 40 multi‑generational