Max Mann, SAM Portfolio Manager, joined Paula to discuss topics on the minds of Baird’s high-net-worth SAM Portfolio Managers and clients alike.  Max is sure to leave you with insightful information as we progress throughout 2022!

Specialized Asset Management (SAM) is an easy-to-understand wealth management solution designed exclusively for Baird’s high-net-worth clients.  The hallmarks of SAM are transparency, tax efficiency and portfolios designed to weather difficult markets.