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Jim Baird

CPA, CFP®, CIMA®, Partner, Chief Investment Officer
Kalamazoo Wealth Management

Experience

A partner with Plante Moran Financial Advisors and the firm’s Chief Investment Officer and Investment Committee Chair, Jim specializes in providing an unbiased view of the global economy and capital markets and developing investment strategies to help clients manage risk and meet their long-term goals and objectives. He’s well known for his ability to speak and write on technical topics such as the capital markets in a manner that’s understandable for clients and colleagues. Jim advises investors on how to carefully weigh the near-term outlook with their long-term goals and objectives while maintaining an appropriate focus on their investment time horizon, capital preservation, liquidity needs, and appropriate risk-taking—something that’s particularly important amid significant sources of global uncertainty that continue to impact capital markets and investment decision making.

Jim is widely regarded as an expert on the U.S. economy, capital markets, and issues relevant to wealth management. He has been quoted in the Wall Street Journal, Financial Times, Bloomberg, CBS Moneywatch, CNNMoney.com, Marketwatch, New York Times, Washington Post, Los Angeles Times, Chicago Tribune, Reuters, and the Associated Press. In 2008, Jim was recognized as one of ten Emerging Thought Leaders in West Michigan by West Michigan Business Review. He has a B.B.A. in accountancy from Western Michigan University.

Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Specializes In

Additional Thoughts

Q2 2017 Economic Perspectives
Our quarterly Economic Perspectives provide updates and insights on economic and market developments.
Jim Baird Wealth Management
Article July 17, 2017 4 minute read
July 2017 Market Perspectives
Our latest Market Perspectives provides timely economic and financial expertise on emerging trends and issues that are top of mind with our clients.
Jim Baird Wealth Management
Article July 17, 2017 8 min read