Our Capabilities
Driven by our six core values of accountability, compassion, courage, excellence, fairness, and independence, Bailard proudly serves individuals, families, and institutions. Over five decades, we have built a comprehensive wealth management offering, as well as a long-term asset management track record, across domestic and international equities, fixed income, private real estate, and sustainable, responsible and impact investing. We partner with our clients, using our values-driven approach, to align their financial portfolios with their goals and values.
Our Team
Bailard embodies a “do-what-is-right” ethos and a loyalty that extends from our clients to our colleagues.
“I think the most important thing in our industry, frankly, are our values. I think it’s very important for clients to really think about where they’re putting their money and who’s managing it.”
—Sonya Mughal, CFA, Chief Executive Officer
Investment Strategies
Bailard has built a long-term track record across domestic and international equities, fixed income, and private real estate, as well as robust multi-asset class wealth management portfolios.
1969
Founded
$6.1
Billion in Assets Under Management
52%
Women and Minority Owned
as of 6/30/2024
Our Impact
Bailard has always been a values-driven firm and, over our long history, we have demonstrated a commitment to putting our values into action. This fundamental belief is a driving force in how we hire, how we work with our clients to achieve their goals, and how we view the investment landscape. It also inspires us to serve the communities in which we live, work, and engage.
Recent Insights
Forbes, “How to Hire – and Retain – Future Company Leaders”
"I am proud to be an outlier. Since joining Bailard 30 years ago, I’ve seen the company evolve while maintaining its strong tradition of nurturing talent," shares our CEO, Sonya Mughal, CFA. "While my tenure may be uncommon nationally, it’s more than typical for us..."
October 4, 2024
Country Indices Flash Report – September 2024
Global markets cheered the Fed’s widely anticipated rate cut, accelerating the outperformance of gold and emerging markets as the US dollar weakened.
September 30, 2024
Bailard Named One of the Top Workplaces in the San Francisco Bay Area
Bailard, Inc., an independent wealth and asset management firm, is proud to announce its recognition as one of the Bay Area’s 2024 Top Workplaces by the San Francisco Chronicle. The firm was ranked second in its category (for companies with 35-149 employees).
September 4, 2024
Get in Touch
For individuals and institutions alike, Bailard proudly serves as a trusted partner
focused on achieving long-term results aligned with your values and goals.
Let’s find out how we can work together.
There is no guarantee Bailard or any of its strategies will achieve performance or investment objectives. Past performance is no indication of future results. All investments have the risk of loss.
Important Notice: Bailard does not conduct business over social media or social messaging platforms. If you receive information regarding an investment opportunity purporting to be offered by or affiliated with Bailard through one of these platforms, such as WhatsApp, you should be aware that this is a scam. Please contact info@bailard.com if you have any questions.