How We Work With You Our Philosophy At the The Foutch Group, helping our clients build, protect, manage, and transition their wealth are our top priorities. We believe all of our client relationships should be based on a foundation of trust, commitment, and integrity. Our Process Our process begins by getting to know you, your current financial situation and your goals for the future, in order to craft an investment plan best suited for your short-term and long-term needs needs. Once we’ve established a plan for your household, we implement a disciplined investment management approach to help you reach your goals.The The Foutch Group understands that as your personal life changes, so does your financial life so we focus on formulating a personalized strategy appropriate to your needs. To ensure your plan continues to work for you, we conduct annual in-person meetings to review your account performance and revisit your financial goals.Click here to learn more about what you can expect when becoming client of the The Foutch Group. Our Capabilities Putting your plan in place requires access to advanced and exceptional solutions. Baird has a broad range of investments, services, solutions from which to choose, allowing the The Foutch Group to help you create a comprehensive wealth management plan that is aligned with your specific objectives.