The Strength of Baird
At Baird we believe a firm’s financial strength is best measured by their resilience and ability to serve clients in challenging times. Since our founding in 1919, Baird’s resilience has enabled us to guide our clients and our firm successfully through unprecedented periods of uncertainty. Today the pillars of Baird’s strength include our strategically balanced business platform, our remarkable people and the culture of employee ownership that enables us to keep our clients first – always – while giving each of us a shared personal stake in your financial success and security.
Strategas – a Baird Company provides Market Strategy and timely perspective to help you better understand what’s happening in the world today and what it means for your portfolio and plans.
Independent
Independent, privately held and employee-owned, with a steadfast client focus.
$430 Billion
The trust our clients place in us to provide them with expert advice is our truest measure of success.1
100 Best
One of the Fortune 100 Best Companies to Work For®, 21 years in a row.
Commitment to Excellence
In 2023, Baird ranked No. 1 for Best Trading for Small-/Mid-Cap Equities.2 Baird has ranked as the No. 1 municipal bond underwriter nationwide. 3
Balanced
Five complementary businesses balance our sources of revenue and broaden our capabilities for clients, enabling us to continue to invest across our businesses.
While many financial services firms are restructuring and downsizing, we continue to build wisely for the future.
Our Focus
"Resilience is the sum of focus, determination and a commitment to evolving through changing times."
- Steve Booth, Chairman & CEO
To remain resilient for clients, we manage our firm responsibly and have taken important steps to ensure we remain ready to meet your financial needs in any environment.
- Revenues for 2023 were $2.9 billion.4
- Senior executives average more than 25 years at Baird and are strong advocates for the important values on which the firm has built its reputation.
- Recognition as a workplace of choice for top industry talent continues to attract senior professionals and veteran Financial Advisors. This reaffirms that our culture and business approach, valued by longtime associates, are also attractive to new hires.
- Baird was again very profitable in 2023, with operating income of $509 million.4
- Baird is well-capitalized, with net capital well in excess of regulatory requirement.
- We have been conservative in our use of debt, and we have significant unused bank commitments.
- In addition to Baird’s Securities Investor Protection Corporation (SIPC) coverage, Baird offers additional security with coverage in excess of SIPC limits through an insurance policy purchased through Lloyd’s of London. The Lloyd’s policy has an aggregate coverage limit of $250 million for all claims of Baird clients eligible for distributions under the Securities Investor Protection Act (SIPA) and a sublimit of $1.9 million per customer for cash awaiting reinvestment.
Strong Perspective for You
In consultation with each other, our business leaders and market experts on three continents continually evaluate current and evolving conditions to ensure the Baird professionals serving you are equipped with our best perspectives, recommendations and advice at all times.
Baird’s independence enables us to offer clients enhanced safety and highly competitive yield compared to a typical commercial bank – all without sacrificing the simplicity you want when you need to access your money.
