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.

Wealth Management

Comprehensive planning and investing, delivered with compassion

Asset Management

Innovative approaches designed to enhance returns and manage risk


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
Meet the Team

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, in-house ESG expertise and multi-asset class wealth management portfolios.




Billion in Assets Under Management


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.
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Recent Insights

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.

Contact us

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.