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Baird Trust is Growing!

Over the last 10 years Baird Trust has been working to open branch offices well beyond our headquarters in Louisville. Today I am excited to share that we now have Baird Trust offices in Indiana, Ohio, and Tennessee and will soon be adding one in Greenville, South Carolina.

Our geographic expansion has grown out of a desire to position ourselves closer to our clients. Even with the adoption of working remotely, Zoom calls, etc., we believe our proximity to our clients still matters. We have given great thought to building a presence in states that allow us to take advantage of favorable fiduciary law and income tax regimes. Additionally, we’ve found excellent talent to join our team in Baird’s corporate headquarters in Milwaukee. All of this geographic growth has enabled us to better deliver on our goal of continually enhancing our service and offerings.

In addition to new locations, over the last 10 years Baird Trust has grown from $3 billion in assets to over $17 billion. Our asset growth is due to a combination of factors. First is that we continue to make decisions based on what is best for you, our clients. We remain vigilant in not taking our eye off of our most important goal – serving you. We know the best way to serve clients is by partnering with Baird Financial Advisors and in collaboration with a Trust Officer and Portfolio Manager, developing the right client-centric plan leading to a high level of service. It doesn’t hurt that we’ve been in the trust and investment management business for nearly 40 years, so our experience in serving complicated families has led to excellent outcomes. And I would be remiss if I didn’t point out our outstanding long-term investment returns, which have contributed to our asset growth over the years.

Lastly, I should mention that we’ve added over 20 new associates just since the beginning of the pandemic. The reason for the additions is to address a few retirements of senior associates, and to ensure that we are appropriately resourced to serve our clients. I have to say, it is extremely exciting to witness the quality of our new associates. We’ve been able to bring in high-character, quality people who are credentialed and experienced in our industry. I feel strongly that Baird Trust is well positioned to serve you, our clients, for years to come.

Thank you for the faith that you place in our ability to serve you and your families. You have my commitment that we will not take our eye off the ball in ensuring that your needs are at the forefront of everything we do.