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Our Practice

Investment Philosophy

Creating the right financial plans and investment strategies for you begins with understanding who you are and what’s important to you. The Bruner Group has been managing individual client portfolios for over 30 years, working each day to assure the financial security of our clients. Following a contrarian value-based investment philosophy, we work in concert with the primary tools of the economy to design, construct, and manage individualized portfolios. We have helped guide individuals, families, business owners, executives and charitable organizations through many market cycles. We strive to provide the highest level of client service, focusing on ensuring that each client’s portfolio reflects their financial needs and goals, current tax situation and estate plan.

Our Primary Purpose

In Baird, we have a partner that shares our passion for wealth management, with world-class resources and deep expertise to support us in our mission to provide the very best advice and service we can in important areas, including:

  • Portfolio management

  • Planning for retirement

  • Investment tax planning

  • Saving for higher education

  • Estate planning services

Process

Our approach to investing is designed to provide solutions and strategies specifically tailored to your goals and ongoing advice and due diligence to help simplify your financial life:

  • First, we gather information about you to better understand your complete financial picture.

  • We then work with you to identify goals and objectives, prioritize them in terms of importance and timeframe, and determine the amount of risk you’re comfortable with.

Client Centered

  • Taking the above into consideration, we look for gaps and opportunities.

  • We draw on our own expertise and the considerable resources of Baird – including industry-leading equity research, top product selection specialists and leading experts in tax, retirement, insurance and estate planning – to evaluate your investment options.

  • We recommend a custom solution and, with your trust and confidence, implement it in accordance with the Investment Policy Guidelines you help us to set.

  • We consistently review your portfolio and measure performance to make adjustments as changes occur in the markets.

  • We provide ongoing management and oversight to help keep your investments aligned with your plans as your personal situation evolves.

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