ROBERT W BAIRD & CO INC

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Okabena Partnership, founded in 1969, generates investment performance, supported by client service, so investors can achieve financial success. The company does this by pooling assets to reduce fees and to provide broad diversification and access to money managers and unique asset classes from which the largest foundations and endowments benefit. Okabena sets realistic and achievable investment goals for its clients. It focuses on the proper investment time horizons and takes advantage of diversification.