Founded in 1969, Bailard is an independent wealth and asset management firm serving individuals, families, and institutions alike. We have built a long‐term asset management track record across domestic and international equities, fixed income, and private real estate, as well as robust, in-house ESG expertise. We combine these investment capabilities with financial, tax, and estate planning to provide comprehensive wealth management. Through it all—and in line with Bailard’s six core principles and strong ESG/SRI mindset—we work with clients to align their financial portfolios with their values.

Core Values

Bailard has always been a values-driven firm. Here, you’ll find the core principles we think have come to distinguish our firm, representing who we are at present and standing as a foundation for the future. They may seem obvious, trivial almost – and that’s a good thing. Importantly, we may define only six terms, but the people and practices within our firm bring their own unique set of values and priorities, in turn shaping our firm and culture.

Accountability

We believe in transparency and hold ourselves accountable to our clients, our communities, and one another.

Compassion

You are not a robot. Neither are we. We understand the importance of empathy and practice it freely.

Courage

Risk is an everyday reality in our field. Courage means staying true to our values, balancing innovation and discipline, and doing what is right.

Excellence

We strive for excellence and to exceed expectations in all that we do.

Fairness

Candor, inclusion, equity, and open-mindedness form the foundation of our culture.

Independence

Maintaining our independence enables us to best serve our clients.

Our Team

Our values are manifest in our thoughtful, high-touch service; in our firm-wide intellectual curiosity and deep industry expertise; and in our transparency with both clients and colleagues.

“Yes, diversity is about celebrating differences, but it only works if there’s a solid foundation, a common denominator in the form of your company’s core values. This isn’t about encouraging 'group think' or political sameness. It’s about treasuring things like intellectual curiosity and a passion for excellence. You can teach others to do what you do — you can’t teach them to be what you are.”

—Sonya Mughal, CFA, Chief Executive Officer
Meet the Team

76

employees

52%

women and minority owned

70%

of current employees own company stock

as of 12/31/2023

Our Impact

“In my decades of tenure at the firm, and over the firm’s 50 years in the Bay Area, I am proud of Bailard’s strength of conviction in maintaining a values-driven approach in how we engage with our clients, our employees, and our community.”

—Peter Hill (Bailard, Inc. CEO 2008-2021)

Our Impact

Awards & Accolades

Micheal Faust, smiling, seated at a conference table.
CNBC Financial Advisor 100*
San Francisco Business Times' Top Corporate Philanthropists*
Pensions & Investments Best Places to Work in Money Management*
Three Bailard team members receiving an award.
Family Wealth Report Women in Wealth Advisory*
See all awards

Recent Insights

* These awards and recognitions do not evaluate the quality of services provided to clients and are not indicative of Bailard’s future performance. The CNBC FA 100 is an annual award, announced in October 2022 by CNBC; there was no cost to enter. The San Francisco Business Times Top 100 Bay Area Corporate Philanthropists is an annual award, given to Bailard by the San Francisco Business Times in July 2023; there was no cost to enter. The Pensions & Investments Best Places to Work in Money Management is an annual award, announced in December 2023 by Pensions & Investments; there was no cost to enter. The Family Wealth Report Women in Wealth Advisory is an annual award, announced in May 2023 by the Family Wealth Report; there was no cost to enter. Please visit the linked award descriptions for additional important information.

Any materials or information made available on this website are published for informational purposes only. They do not take into consideration the specific investment objectives, financial situation or particular needs of any specific recipient and should not be construed as a recommendation of, or an offer to sell or a solicitation of an offer to buy any particular security, strategy, or investment product.  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.