Baird: putting clients first since 1919

Since our founding in Milwaukee more than 95 years ago, Baird has become a trusted provider of wealth management advice and services to businesses, institutions, communities and families across the nation and across generations. We are also a leading international investment bank and provider of award-winning equity research for middle market companies, and we have private equity resources on three continents.

This balanced platform of separate businesses helps provide stability for Baird and our clients through cyclical volatility. And the fact that we are an independent firm means we’re free to continue growing our business in the way that best suits our clients’ needs.

For our Financial Advisors and their clients, independence means freedom from the concerns of outside shareholders or proprietary product and service mandates. The Gervais Group is able to objectively recommend investment strategies and vehicles with your best interests in mind. And, because Baird’s employees are also owners, you can be confident that everyone who supports the team in meeting your goals shares a vested interest in your long-term success.

The Baird Culture

  • Clients come first
  • Integrity is irreplaceable
  • Quality is our measure of success
  • The best financial advice is the result of expertise and teamwork
  • How we succeed is as important as if we succeed
  • We seek personal balance in home, work and community involvement

Baird’s unique culture has earned Baird a place among the FORTUNE® 100 Best Companies to Work For since 2004. This and other recognitions for excellence continue to help us attract and retain the industry’s top talent for clients like you.

Baird also places high importance on employees giving back to the communities where they live and work. Baird employees actively seek out ways to volunteer their time, talents and resources. See how some of the Baird employees have been a partner in their community.

Baird is a member of the New York Stock Exchange and other principal exchanges, and is a member of the Securities Investor Protection Corporation. Review Baird’s Annual Report to learn more.



© The Gervais Group • 1539 West Market Street • Mequon, WI 53092 • (262) 240-3519 or (800) 711-6132

© Robert W. Baird & Co. Incorporated.

Baird financial advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA's BrokerCheck for specific state securities licensing for each Financial Advisor. This Website is for informational purposes and is not an offer or solicitation to buy or sell any securities, products or services. This site is for residents of the United States. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC.
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