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 expertise in responsible, sustainable and impact investing. 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—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
78
employees
52%
women and minority owned
68%
of current employees own company stock
as of 6/30/2024
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)
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 San Francisco Chronicle 2024 Top Workplaces CNBC FA 100 is an annual award, announced in August 2024 by the San Francisco Chronicle; 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 2024; 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.