Specialized Asset Management

Specialized Asset Management (SAM) is a multi-asset class, discretionary solution designed for high-net-worth clients with complex needs. Exclusively for Baird’s clients, the hallmarks of SAM are transparency, customization, tax efficiency and portfolios designed to weather difficult markets.

Comprehensive Solution

SAM portfolios combine strategic asset allocation and professional active management with time-tested portfolio models. SAM proves equity and fixed income exposure through a balance of high-quality stocks, mutual funds and ETFs, all available in a single account.

Risk-Managed

SAM builds their portfolios to weather tough market environments. Core equity holdings focus on quality companies with sustainable competitive advantages. Fixed income allocations emphasize return of principal. Flexible holdings consist of investments with low correlations to the equity markets. The inclusion of complementary asset classes reduces portfolio volatility.

Research Driven

Research-Driven

Investments are researched and selected by our senior portfolio managers, who draw on numerous leading research platforms (including Baird’s top-ranked equity research). The SAM team also meets directly with company management for updates on existing holdings and to vet potential new investments.

Tax-Advantaged

The SAM team understands that taxes matter. More importantly, we are investors, not traders. Turnover is intentionally low with our average holding period exceeding five years. Clients maintain their own cost basis, making tax-loss selling possible.

Investing with Your Interests in Mind

The following philosophy drives every investment decision we make:

Each client is unique
Portfolios should be designed to weather tough markets
Great companies win over time
Diversity among asset classes is ideal
Taxes matter