Institutional Consulting Services - The Jandric Antkowiak Group

For institutional clients and non-profits, we have a dedicated team of experts at Baird that specialize in servicing foundations, endowments, certain trusts, pension funds, and defined benefit plans. Our investment process is designed to guide you through the investments landscape, position your capital towards your goals, and ensure you can continue to focus on your mission.

Our Investment Process

Investment Policy Statement Development

We establish the investment practices of your asset allocation strategies and incorporate objectives, performance evaluation, and management guidelines to ensure your investments are positioned in line with your mission.

Investment Product and Manager Selection

Our dedicated asset manager research team identifies and analyzes investment opportunities, recommends managers, and monitors management performance.

Ongoing Management, Reporting, and Collaboration

We provide clear and transparent performance reporting, strategic portfolio rebalancing and regular counsel on major decisions.

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