Broker Check

Specialized Asset Management

Specialized Asset Management (SAM) is a dedicated group within Baird Asset Management that manages portfolios exclusively for Baird’s high-net-worth clients. SAM partners with The Riley Colvin Group to determine the appropriate investment strategy for each client and implements those decisions through diversified, high-quality portfolios. SAM is comprised of 13 professionals, including a 8 person investment team focused exclusively on research and security selection for client portfolios.

Unique Portfolio Structure

We construct understandable portfolios that combine high-quality companies with complementary asset classes using mutual funds and ETFs.

Tax Efficient

Our portfolios are invested for the long-term, implement a low-turnover approach, and attempt to minimize short-term capital gains.

Investment Team Access

We proactively communicate timely portfolio updates, market events and investment results.

Downside Protection

Our portfolios are built to weather difficult market environments by emphasizing quality investments and exposure to multiple asset classes.

Ability to Customize

SAM is adept at addressing the unique needs of high-net-worth clients by creating customized investment solutions.