Private Wealth Management Solutions - Broadridge...
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Private Wealth Management Solutions continued ALIGN Strategic Portfolios As your assets grow, your Wealth Management needs become increasingly sophisticated. But being successful shouldn’t mean sacrificing time in your life just to manage and maintain your wealth. A partner who understands your needs can simplify your life by applying tested strategies, carefully calibrated asset allocation models and constant monitoring to your investment portfolio, freeing you to enjoy the success you’ve earned. ALIGN Strategic Portfolios are part of Baird’s suite of discretionary investment advisory programs, combining continuity of advice and care from your Baird Financial Advisor with a diversified portfolio solution based on proven asset allocation models. Strategic Portfolios offer multiple levels of continuous oversight and convenient rebalancing and reporting features designed to provide confidence that your investments are being managed with care. Professional portfolio management to simplify your life Key Benefits for You • Baird’s expertise in asset allocation modeling is vital to the long-term protection of your assets. Based on a thorough analysis of the economy and financial markets, Baird’s Investment Policy Committee constructs and regularly adjusts the models for our ALIGN Strategic Portfolios to optimize your asset allocation while seeking to minimize volatility and risk in your portfolio. • Our Advisory Services Research team carefully evaluates thousands of mutual funds and exchange-traded funds, selecting those of the highest quality for use in your portfolio. These options include a wide range of traditional asset classes, such as equity, fixed income and cash, as well as alternative asset classes including global real estate, high-yield fixed income, emerging markets and commodities.
Transcript of Private Wealth Management Solutions - Broadridge...
Private Wealth Management Solutions
continued
ALIGN Strategic Portfolios
As your assets grow, your Wealth Management needs become increasingly sophisticated. But being successful shouldn’t mean sacrificing time in your life just to manage and maintain your wealth. A partner who understands your needs can simplify your life by applying tested strategies, carefully calibrated asset allocation models and constant monitoring to your investment portfolio, freeing you to enjoy the success you’ve earned.
ALIGN Strategic Portfolios are part of Baird’s suite of discretionary investment advisory programs, combining continuity of advice and care from your Baird Financial Advisor with a diversified portfolio solution based on proven asset allocation models. Strategic Portfolios offer multiple levels of continuous oversight and convenient rebalancing and reporting features designed to provide confidence that your investments are being managed with care.
Professional portfolio management to simplify your life
Key Benefits for You
• Baird’s expertise in asset allocation modeling is vital to the long-term protection of your assets. Based on a thorough analysis of the economy and financial markets, Baird’s Investment Policy Committee constructs and regularly adjusts the models for our ALIGN Strategic Portfolios to optimize your asset allocation while seeking to minimize volatility and risk in your portfolio.
• Our Advisory Services Research team carefully evaluates thousands of mutual funds and exchange-traded funds, selecting those of the highest quality for use in your portfolio. These options include a wide range of traditional asset classes, such as equity, fixed income and cash, as well as alternative asset classes including global real estate, high-yield fixed income, emerging markets and commodities.
©2010 Robert W. Baird & Co. Incorporated. Member SIPC. Robert W. Baird & Co. 777 East Wisconsin Avenue, Milwaukee, Wisconsin 53202. 800-RW-BAIRD. www.rwbaird.com First Use: 4/2010. MC-29874
Investors should consider the investment objectives, risks, charges and expenses of exchange traded funds (ETF) and mutual funds carefully before investing. This and other information is found in the prospectus. For a prospectus, contact your Baird Financial Advisor. Please read the prospectus carefully before investing.
Investing involves risks, including loss of principal. The quarterly asset-based fee mentioned is charged by Baird to the client for maintaining a separately managed account. It does not include the fees and other expenses of the funds or ETF in which the client’s account is invested, such as management fees and other expenses.
• Based on a deep understanding of your personal goals and risk tolerance, your Financial Advisor will recommend a portfolio of appropriate investment options – which may include ALIGN’s proprietary asset class sleeves and/or exchange traded funds – designed to preserve your wealth and maximize the value of your investments.
• Recognizing that your investment needs, goals and financial situation can change over time, the ALIGN program provides you the confidence that your asset allocation and individual investments are continuously monitored to help ensure performance, manage risk and keep your portfolio aligned with your financial plans over the long term.
Additional Features
• Access to lower-cost institutional mutual fund share classes that otherwise require larger minimum investments, thanks to Baird’s relationships with leading domestic and international money managers
• Quarterly, transparent performance reporting to demonstrate the value of Baird’s advice and help track progress toward your goals
• One quarterly, asset-based fee that covers asset allocation, research, portfolio construction, custody, brokerage services and reporting
A True Financial Partnership
For 90 years, Baird has provided personalized wealth management advice and comprehensive investment solutions for high-net-worth individuals, families, organizations and businesses.
Contact your Baird Financial Advisor for a true partner committed to great outcomes in your financial life.
ALIGN Strategic Portfolios, continued
Asset Allocation & Portfolio
Design
Ongoing portfolio management and
oversight
Research, due diligence and
investment selection
IMPORTANCE OF PROCESS
