Country Indices Flash Report – August 2025
President Trump met President Putin in Alaska to discuss the Russia-Ukraine war, then later met in DC with Ukrainian President Zelenskyy and the leaders of several major European countries. Nothing definitive has emerged yet, with the attacks unrelenting. [Read more…]
El Dorado Self-Storage
El Dorado Self-Storage is a 227,327 SF to-be-built self-storage facility located in El Dorado Hills (Sacramento MSA), California. The Project consists of a single three-story, climate-controlled facility with 1,148 total units (138,277 SF) on the south side of the site, and four single-story buildings on the north-side of the site to accommodate 136 boat and RV storage units (89,050 SF).
Defense Tech: It’s hard to tell the swords from the plowshares
The 2023 proxy season: More shareholder proposals, tougher proposals, and less support.
Bailard Earns Global Recognition and National Ranking
Firm honored at the international Wealth for Good Awards and named to Financial Advisor Magazine’s 2025 Top RIA ranking.
SAN FRANCISCO – August 27, 2025 – Bailard, Inc. today announced it has received two honors this summer, reflecting both the firm’s values-driven commitment to its community and its continued standing among the nation’s independent RIAs. Bailard was awarded “Best Philanthropic Initiative (Americas)” at the global 2025 WealthBriefing Wealth for Good Awards and was also named to Financial Advisor Magazine’s 2025 Top RIA Ranking.
The Wealth for Good Awards are an international program recognizing wealth management firms worldwide that advance initiatives prioritizing purpose and impact. Bailard was recognized for the work of the Bailard Foundation, which has distributed more than $1.25 million in grants and donations since its inception in 2019, with over 90% of those funds benefiting the local Bay Area community. The Foundation focuses on affordable housing, homelessness and poverty, and financial literacy, while also supporting employee matching and volunteer initiatives.
“Giving back is central to who we are. Our employees dive in — through donations and hands-on volunteering — and often say it’s among the most rewarding aspects of being part of Bailard,” said Sonya Mughal, CFA, Chief Executive Officer of Bailard. “The Foundation channels that passion into real impact here in the Bay Area, and we’re honored that work has been recognized on a global stage.”
In addition, Bailard was recognized once again among Financial Advisor Magazine’s Top RIAs, marking the firm’s fifth consecutive year in the Top 100. The annual survey ranks independent registered investment advisors by assets under management as of December 31, 2024.
“Being named among the Top RIAs is a credit to our team and to the clients who put their trust in us,” said Mike Faust, CFA, President of Wealth Management at Bailard. “It’s their partnership that makes this recognition possible.”
Together, these recognitions honor what Bailard has done for decades: caring for clients while staying true to the firm’s values. With more than $7 billion in assets under management as of June 30, 2025, Bailard continues to combine independent wealth and asset management with a commitment to community and responsibility.
More on the Bailard Foundation’s work can be found at bailard.com/bailard-foundation.
About Bailard, Inc.
Founded in 1969, Bailard is an independent, values-driven firm serving individuals, families, and institutions with comprehensive wealth management and investment strategies across public and private markets. Headquartered in the San Francisco Bay Area, the woman-led, majority employee-owned firm manages over $7 billion in assets as of June 30, 2025. A Certified B Corporation™ and signatory to the UN Principles for Responsible Investing, Bailard combines deep expertise with a long-standing commitment to putting clients first.
About these recognitions
These achievements do not evaluate the quality of services provided to clients and are not indicative of Bailard’s future performance. There were no fees to enter. The 2025 WealthBriefing Wealth for Good Awards were given in June 2025 by ClearView Financial Media. This annual award gives an opportunity in the global wealth management industry to demonstrate their commitment to and pre-eminence in the crucially important areas of ESG, Impact, Diversity and Inclusion. The Judges Panel consisted of asset managers, banks, trust companies, law firms, family offices and independent consultants, each of whom has in-depth knowledge and experience with ESG, Impact, Diversity and Inclusion in the wealth management space. The Bailard Foundation has a board of directors that is led by chairwoman Terri Bailard, widow of firm co-founder Tom Bailard, and features both friends of Bailard, Inc. and its employees. The Financial Advisor Top RIAs ranking is published each July, and compiled through an annual survey that brings together independent RIAs across the country. To be eligible, firms must be independent registered investment advisors and file their own ADV statement with the SEC, and provide financial planning and related services to individual clients. Firms were recognized by their assets under management as of December 31, 2024; Bailard ranked #87 of 366 firms represented in the 2025 list. Bailard ranked #84 of 431 firms in 2024; #91 of 521 firms in 2023; #94 of 534 firms in 2022; #97 out of 607 in 2021; and #100 of 715 in 2020. Past performance is no indication of future results. All investments have the risk of loss.
750 Curtiss
750 Curtiss will be a six-story, mid-rise, podium-style apartment building totaling 138 units located in Downers Grove, a western suburb of Chicago, IL. The Project will be built on an 1.34-acre infill site a three-minute walk from the Downers Grove Metra Station (BNSF Line).
Why International Equities Deserve a Fresh Look in Today’s Market
Non-U.S. Stocks and U.S. stocks have alternated in powerful, long cycles of dominance. Multiple market drivers have shifted to give international time in the sun.
Bailard Named a Top Bay Area Corporate Philanthropist
Continuing an upward climb on the San Francisco Business Times list, reflecting a values-driven culture of giving.
SAN FRANCISCO – August 7, 2025 – Bailard is honored to be named one of the Top 100 Corporate Philanthropists in the Bay Area by the San Francisco Business Times—marking the firm’s fifth consecutive year on the list. Bailard climbed to #65 for 2025, continuing its upward trajectory from #89 in its first appearance in 2021 and joining a distinguished group of honorees including Salesforce, Google, the San Francisco 49ers, and Levi Strauss.
The Corporate Philanthropy Awards shine a spotlight on Bay Area companies that demonstrate a strong commitment to the community through charitable giving and volunteerism. For Bailard, this recognition reflects the firm’s deep-rooted values and the role philanthropy plays in its culture, from the board room to everyday employee life.
“Being named to the Philanthropists’ list for five years running is a meaningful marker of who we are,” said Sonya Mughal, CFA, Chief Executive Officer of Bailard. “It’s about more than generosity. This kind of recognition speaks to consistency, intention, and a culture rooted in values. What stands out most to me is how this team continues to live those values through their actions, year after year.”
Bailard employees regularly roll up their sleeves for volunteer efforts, from building playhouses and renovating homes with Habitat for Humanity to mentoring students in financial literacy. These hands-on moments bring the firm’s values to life and connect employees with the communities they serve. Bailard is also grateful to the 360 nonprofit organizations it has supported since the Bailard Foundation’s inception in 2019. Their work inspires continued commitment and deepens the firm’s sense of purpose.
Bailard’s impact is made possible through the combined efforts of Bailard, Inc. and the Bailard Foundation, which focuses on three core areas: affordable housing, homelessness and poverty, and financial literacy. Since its founding in 2019, the Foundation has granted more than $1.25 million, with over 90% benefiting local Bay Area nonprofits. In addition to grants, the Foundation supports employee giving through a matching program and coordinates volunteer events that continue to bring the team together in service.
A group of Bailard employees and Foundation Board members attended the SFBT Corporate Philanthropy Summit last week to celebrate alongside peers and partner organizations. For the team, it was a chance to see Bailard’s values in action and feel part of something bigger than any one firm or initiative.
To learn more about the Bailard Foundation, visit https://bailard.com/bailard-foundation/.
About the San Francisco Business Times’ Top Corporate Philanthropists in the Bay Area
This achievement does not evaluate the quality of services provided to clients and is not indicative of Bailard’s future performance. The San Francisco Business Times’ Top Corporate Philanthropists in the Bay Area is an annual award, given in July of each year. SFBT recognizes the top 100 for-profit companies and nonprofit healthcare institutions based on the year’s cash donations to charitable organizations across the Greater Bay Area, including the counties of Alameda, Contra Costa, Marin, Napa, San Francisco, San Mateo, Santa Clara, Solano, and Sonoma. Bailard ranked #65 in 2025, #71 in 2024, #79 in 2023; #82 in 2022; and #89 in 2021. There was no fee to enter. Please visit the SFBT for more information: https://www.bizjournals.com/sanfrancisco/subscriber-only/2025/08/01/the-top-corporate-philanthropists-in-the-bay-area.html. Past performance is no indication of future results. All investments have the risk of loss.
About Bailard, Inc.
Founded in 1969, Bailard is an independent, values-driven firm serving individuals, families, and institutions with comprehensive wealth management and investment strategies across public and private markets. Headquartered in the San Francisco Bay Area, the woman-led, majority employee-owned firm manages over $7 billion in assets as of June 30, 2025. A Certified B Corporation™ and signatory to the UN Principles for Responsible Investing, Bailard combines deep expertise with a long-standing commitment to putting clients first.