Broker Check
J. Randall McLaughlin, CFA

J. Randall McLaughlin, CFA

Baird Specialized Asset Management Portfolio Manager

Our team works closely with Baird’s Specialized Asset Management (SAM) team. With an average of 21 years of asset management experience, their portfolios offer a customized, multi-asset class and discretionary solution designed for our high-net-worth clients. Portfolios combine high-quality companies with complementary asset classes using mutual funds and exchange traded funds (ETFs). These easy-to-understand solutions are customizable, tax-efficient and designed to weather tough markets.

Their team believes in establishing clear investment objectives, promoting a long-term perspective, and encouraging realistic risk and return expectations. A disciplined approach to asset allocation is critical to meeting our client’s objectives and they emphasize high quality investments across all asset classes.