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Earning Our Clients' Trust Since 1919

Baird is an international wealth management, capital markets, asset management and private equity firm. Thanks to our independent, employee-owned structure, each one of our associates worldwide shares a real stake in your success. We know from experience that the only way to help you reach your goals is to keep your best interests in mind – always.

Wealth Management for Your Generation and Beyond

Since our founding in Milwaukee 100 years ago, Baird has become a trusted provider of wealth management services for businesses, institutions, communities and families across the nation. We are 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 The Gervais Group and their clients, independence means freedom from the concerns of outside shareholders, proprietary products and service mandates. The team is able to objectively recommend investment strategies and vehicles with your best interests in mind.

Our Core Values

  • 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 just as important as if we succeed.
  • We seek personal balance in home, work and community involvement.