Investing for a worthy cause means investing with true purpose. However, it’s important to balance this passion with sound investment principles and objective analysis of the tools and strategies that can help achieve your goals through varying market environments.

By applying a prudent, disciplined approach, we strive to provide reliable returns while minimizing risk so you can remain focused on the important work you do. Based on our experience working with foundations and their respective boards, outlined below are some of the answers to the questions that we are commonly asked to address.

Can your firm screen for social responsibility as we require?

  • Baird’s manager analysis technique uses a variety of analytical tools to screen, differentiate and evaluate investment management products.
  • We utilize Vestek as well as other specifically requested socially responsible guidelines for our screening.
How many institutional clients does your firm assist with asset management and what is the total size of assets under management?

  • Baird currently provides consulting services to nearly 100 institutional clients with total assets under management of approximately $10 billion.
  • Lori Gervais and Roger Gervais personally manage and oversee $158 million exclusively for Foundations.
What is your Investment Philosophy?

  • We believe in portfolios that are constructed to give the highest potential return given the risk level that your investment policy will accept.
  • This risk control is achieved by applying the proper asset allocation and selection of the correct managers for the portfolio.
Where do you custody the assets and is there a fee for this?

  • Robert W. Baird & Co. would act as the custodian of the assets and would not charge an additional amount for that service.
Do you travel to visit clients?

  • Yes. We attend board meetings, investment committee meetings, and conference calls upon request.
  • We have more than 100 locations across the United States, and offices in Europe and Asia.





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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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