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30 East 7th Street, Suite 2450, Saint Paul, MN 55101

651-365-2183
thejagroup@rwbaird.com
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Investment Management

At Baird, we have a broad array of investment options available, including equities, fixed income, alternatives, and products with down-side protection. After learning more about your personal risk tolerance, we build a portfolio that considers both your short-term needs and your long-term goals.

Strategies for Investment Management

  • Portfolio and asset allocation planning and review 
  • Research on individual stocks, bonds and money managers 
  • Brokerage services for a full range of equity, fixed income and money market investments
  • Investment Advisory programs and related services, which include ongoing investment selection, oversight, performance reporting and portfolio rebalancing
  • Risk tolerance and time horizon assessments
  • Alternative investment solutions, including private equity, managed futures and specialty mutual funds

Are you curious about learning more about these options? Reach out!

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Additional Educational Resources

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All That Matters: Shiny Signals

Mike and Ross discuss gold and silver, FOMO, and why disciplined investing matters more than chasing a vertical chart.

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Seeing the Big Picture

Learn how 360 Wealth keeps all your assets and accounts coordinated so you can keep your eye on the big picture.

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Small Change

Investing isn’t only for the wealthy. Here’s how you can turn a weekly muffin and latte into a proper nest egg.