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A true financial partner with your best interests in mind.

Services

Services

We create strategies that are tailored to your needs and goals.

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About Baird

About Baird

Years of experience have prepared us to guide you through life's transitions.

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My Profile

My Profile

Trust. Honesty. Integrity. We believe values matter, and we live by ours.

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<b>Who We Are</b>

Who We Are

My clients rely on me not only for investment information, but for solutions to their individual priorities and concerns. I work hard to understand their real needs and to find strategies that are aligned with their preferences to achieve specific results. My mission is to match investment choices with the expressed goals of my clients.

Most of my clients are concerned about risk. They have a low tolerance for severe losses during market downturns. My investment process focuses on reducing this “downside risk” while delivering quality returns when markets are favorable. I have a disciplined investment process that incorporates fundamental and technical analysis to achieve that goal.

<b>Discover Hidden Opportunities</b>

Discover Hidden Opportunities

In traditional investment management, strategies are designed to track a benchmark. Under this benchmark-centric approach, the client assets are tied to the benchmark both when markets are favorable and when they are in steep decline. I believe that investors want something different. Therefore, my efforts focus on reducing volatility so that clients can sleep at night while remaining committed to a common sense investment plan in any market environment. My strategies focus on downside protection when that is required, and provide the opportunity for participation when markets are positive. I seek to deliver consistent and repeatable results based on clearly-defined client expectations.

Click to view my most recent Newsletter September 23

<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

Meet Our Team

John Duguid

John Duguid

Director, Private Wealth Management

704-571-7380

704-571-7355

Anne Winstead

Senior Client Specialist

704-571-7343

704-571-7355

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