WebBaird Private Wealth Management Advisory Solutions Overview* March 24, 2024 Page 1 PROGRAM TYPE MUTUAL FUND/ETF PORTFOLIO PROGRAMS Program Name ALIGN Strategic ALIGN Custom BairdNext Russell Model Strategies Account Minimum $25,000 $25,000 $5,000 $10,000 Program Summary aird manages a client’s account with Webwith their wealth managers to get the right mix of risk, return and liquidity to ensure that they can pursue these passions for years to come. 3 Susan M. Pearce, Interpreting Objects and Collections, 1994 Beyond Investments of Passion Collections represent sizable assets for many high-net-worth individuals, but are seldom included in wealth

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WebWealth Shares $63 $199 $346 $774 Principal Investment Strategy The fund pursues its investment objective by investing only in government securities (i.e., securities issued or guaranteed as to principal and interest by the U.S. government or its agencies or instrumentalities, including those with floating or variable rates of WebMorgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or ... laura mcvey in traverse city

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