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The Wise Investor Group at Baird
 
Full-Service Approach
Guided by a value-oriented management style, our team of experienced financial professionals will help you build a comprehensive wealth management strategy through personalized financial planning, portfolio management and in-depth analysis.
 
Our Profile
Since 1988, the Wise Investor Group has been committed to value-oriented investing, helping our clients achieve long-term success through proper asset allocation and long-standing ownership of high-quality investments. The group manages and oversees more than $1.5 billion in client assets as of December 2007.
 
About Baird
The Wise Investor Group is part of Baird, an international wealth management firm focused on creating great outcomes for our clients with a commitment to the belief that how we do business is just as important as the business we do.
 
 
The Wise Investor Show

Randy Beeman, host of the Sunday radio broadcast “The Wise Investor Show,” provides listeners with the market insight and tools they need to become better investors. Randy also delivers a Midweek Update on the topics vital to achieving long-term financial security.

07.20.08 The Wise Investor Show
07.23.08 The Midweek Update

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News & Resources

Articles, books, websites and other useful information to help you become a more informed investor.

Featured Insight Article
Women and Retirement: Playing to Your Strengths
By Nancy Jarrett Osmond
Wise Investor Group Financial Advisor

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Events

Please check back late summer for our Fall 2008 seminar series.
 
 
 

The Wise Investor Group is licensed to offer securities throughout the United States and Washington D.C. with the exceptions of Alaska, Kansas, Mississippi, Montana and North Dakota.

Baird financial advisors may only conduct business with residents of the states in which they are properly registered or licensed. This site is for residents of the United States. The foregoing has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Please note that not all of the investments and services mentioned are available in every state. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC. ©2008 Robert W. Baird & Co. Incorporated.

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