Max Mann
Managing Director, Portfolio Manager at Baird
Based in Milwaukee, United States
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Seniority
C-Team
Department
Finance & Accounting
Location
Milwaukee
Industry
Financial Services
Company size
5.6K
Contact information
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m•••••••@rwbaird.com
Phone
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Background
About Max Mann
Why do 1:4 Baird Financial Advisors partner with SAM? Our platform enhances their team, scales their business and frees up their time for growth. Specialized Asset Management (SAM) is a multi-asset solution designed for Baird's high-net-worth clients. We build portfolios of great companies surrounded by complementary asset classes using mutual funds and ETFs. Our solutions are easy to understand, customizable, tax efficient and built to weather tough markets. We offer turn key asset allocation models (SAM Strategic), tailored portfolios (SAM Custom) and income portfolios (SAM Dividend Growth). SAM is offered exclusively through Baird. Please reach out if you would like to learn more.
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