We have access to a deep bench of resources and talent to address all your wealth management needs. One of these integral partners is Baird Trust, who helps us support individuals, families and institutional clients in the protection, growth, and transfer of their wealth. We have a unique relationship with the Trust Company that pairs our team as the relationship and investment manager with their trust and estate planning expertise. This provides clients with strong solutions across multiple generations – helping ensure our clients’ families are taken care of throughout their lives.

For nearly 40 years, Baird Trust has provided asset management, trust administration and estate settlement services for a wide array of individuals and institutional clients. Baird Trust works with clients in 44 states, overseeing more than $15 billion in assets.

Baird Trust has 80 associates with an average of 22 years of experience in the financial services industry, most of which has been focused in the trust and investment management areas. Baird Trust professionals also average 12 years of service with the firm.