WAICU’s Investment Consulting Services through Baird Private Asset Management includes investment services, banking and custodial services, and other value-added services such as board education.

Baird Private Asset Management is a nationally recognized, award-winning investment adviser¹ that brings over 25 years of extensive asset management research and financial expertise to colleges and universities as well as institutional business partnerships. Baird Private Asset Management was selected to be the preferred provider of investment consulting services for WAICU members through an RFP process conducted by WAICU and a committee of Business Officers from WAICU member schools. They have also served as the investment consultant for WAICU specific endowment portfolios as well as the WAICU Benefits Consortium funds.

The value and service Baird Private Asset Management provides includes (but is not limited to):

• Maximizing cash flows for Operating Reserves
• Developing optimal asset allocations to meet spending policies while growing the endowment funds
• Serving as a fiduciary hiring the best-in-class managers and partners
• Negotiating and reducing costs to maximize returns
• Conducting scenario analyses to help determine cash flow/liquidity needs
• Customizing reporting to help streamline your work

As a part of Baird, an employee-owned, privately-held global financial services firm, Private Asset Management brings the independence of an unbiased fiduciary with the strength and expertise of a global investment firm.

Below are the list of awards and recognitions the team has received:

Barron’s  magazine
“Top Institutional Advisors,” 2015 (inaugural list), 2016-23
“Top 100 Financial Advisors,” 2007-11, 2015-23
“Top 1000 Financial Advisors, State-by-State,” 2009-24
“Hall of Fame” 2019 (inaugural list), 2020-23

Financial Times
“FT 400 Top Financial Advisors,” 2013-15, 2017-20*

Forbes magazine
“America’s Top Wealth Advisors,” 2016 (inaugural list), 2017-23
“America’s Top Wealth Advisors, State-by-State” 2024 (inaugural list)

National Association of Board-Certified Advisory Practices
“National Premier Advisors List,” 2011-14*

Research magazine
“Top-Ranked Advisor Team in America,” 2005-09*

Reuter’s AdvicePoint
“Top Ranked Advisers,” 2008*

Registered Rep. magazine
“Top 100 Financial Advisors,” 2007-08*

FORTUNE magazine
“Top 100 Financial Advisors,” 2008*
*This ranking ceased publication.

Baird Contact
To get more information or to receive weekly news and insights from Baird Private Asset Management, email PAMServiceTeam@rwbaird.com to get added to the distribution list.

To contact WAICU about the program, email collaboration.info@waicu.org

WAICU partners with The Coalition for College Cost Savings to utilize several of their cost-saving collaborative programs. The Procure to Pay Automation program is one of those affiliate programs.

Corpay provides a streamlined invoice and payment automation platform that brings Accounts Payable (AP) departments into the modern age. Corpay’s platform saves AP departments thousands of hours annually, enhances visibility, increases accuracy, improves efficiency, and earns rebates while reducing paper, fraud risks, and operating costs.

 

To contact WAICU about the program, email collaboration.info@waicu.org

U.S. Bank offers unique payment solutions tailored to support a diverse portfolio of Public Sector clients. Through the U.S. Bank Commercial Card Program, the goal is to help clients achieve their objectives by utilizing U.S. Bank’s extensive industry experience, comprehensive service structure, and superior products. Their innovative solutions are backed by web-based program management tools, enabling participants to securely access information and manage payables and travel expenses 24/7. From commercial cards to program management tools to innovative payment technologies, U.S. Bank offers clients the solutions they need to cut costs, manage expenses and supplier payments, and operate more efficiently.

The U.S. Bank Commercial Card Program offers solutions such as:

• U.S. Bank One Card – combining purchasing, travel and fleet card programs into a single streamlined payment solution, which leads to reduced costs and increased efficiencies.
• U.S. Bank Instant Card® – extend corporate purchasing power to those who need it in an organization – anywhere, instantly – using a simple mobile app to provision and distribute a virtual credit card for immediate use on a mobile device.
• TravelBank – a unique, all-in-one expense management, travel booking, and card management solution tailored to meet your organization’s needs.

The creditor and issuer of your charge card is U.S. Bank National Association, pursuant to a license from Visa U.S.A. Inc.

U.S. Bank Contact
intouchwithus@usbank.com

To contact WAICU about the program, email collaboration.info@waicu.org