Investment Consulting

Investment Consulting is the engine that powers the car, providing the basis for supporting your financial goals throughout your life. Without a strong portfolio that is built to help withstand downturns in the market, it is difficult to achieve the goals that your family and your legacy deserve.

But it is only the beginning of what the Ladd Bales Group provides:

Allocation

We can control asset allocation and expenses, but we understand that we cannot control markets.

Simplicity

More complication does not necessarily lead to better performance but it often leads to higher expenses.

Discipline

We do not change asset allocations based upon current market performance or near-term volatility but
rather based on a client’s financial goals and cash needs.

Rebalance

We periodically review asset allocations to allow for macro influences and we rebalance using fixed cycles.

Our Research & Due Diligence

Successful investing requires equal parts arts and science. The Asset Manager Research Team at Baird works
in tandem with the Ladd Bales Group and follows a well-refined process developed over many years, which
accounts for both the art (qualitative factors) and the science (quantitative factors) behind exceptional
manager selection and due diligence. The continuous process puts equal effort into manager selection
and ongoing evaluation.

Our Extended Team

Kathy Blake Carey, CFA®

Director of Research

Kathy Carey is Director of Research for Baird’s Private Wealth Management group. In this role, she oversees the following Research Teams: Asset Manager Research AQA Portfolios Equity and Fixed Income Research Investment Strategy...