In the latest industry recognition for Bailard, we are honored to announce we have been included in the InvestmentNews’ 2022 Best Places to Work for Financial Advisers list. We were chosen as one of this year’s top 75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more. We pride ourselves on promoting a work environment that is both engaging and industry leading.

“We are a values-driven firm in how we approach all aspects of our work – from how we advise and manage our clients’ assets to how we treat one another,” said Sonya Mughal, CEO of Bailard. “We have always been proud of our company that promotes a culture which is compassionate, ambitious, and drives our company forward. A culture that is both a great place to work and allows us to provide best in class service to our clients.”

Not only do we pride ourselves on our team’s culture, but we also cherish our ability to evolve. Over half a century, we have evolved our business to expand the services we offer our clients from our Real Estate Fund, to our approach to Sustainable, Responsible and Impact Investing, to our commitment to our community through the Bailard Foundation.* However, we believe the real evolutionary feat is expressed in our workplace. We have continued to be a top place to work while transitioning to a remote work environment, and continue to be a truly independent firm. We are proud to be women-led and majority employee-owned, with a remarkable team.

“In a year that’s seen so much turmoil in the workplace – from mask mandates and canceled office reopenings to The Great Resignation – InvestmentNews is proud to spotlight those firms with a proven record of investing in their most valuable resource: their employees,” said Paul Curcio, executive editor of InvestmentNews. “We applaud this year’s finalists and wish them all the best in 2022.”

We would like to extend a warm thank you to InvestmentNews for thinking of us for this list. We would also like to congratulate the other firms that made this list.

To learn more about the InvestmentNews 2022 75 Best Places to Work for Financial Advisers, please go to Bestplacesforadvisers.com.

 

* 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 employees.

About Bailard
Founded in 1969, Bailard is an independent asset and wealth management firm serving individuals, families, and institutions alike. Bailard has a long‐term asset management track record in multiple asset classes, from domestic and international equities, to fixed income and private real estate. The firm also offers robust, in‐house ESG solutions and customized investment portfolios for clients seeking targeted exposures. Bailard combines these investment capabilities with financial, tax, and estate planning to provide comprehensive wealth management.

With over $5.5 billion in assets under management (as of 12/31/2021), Bailard is a majority employee‐owned and women‐led firm, and a Principles of Responsible Investing (PRI) signatory. A values‐driven firm based in the San Francisco Bay Area, Bailard is deeply committed to its core values of accountability, compassion, courage, excellence, fairness, and independence.

 

About InvestmentNews
InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, our standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most influential financial advisers. Through a weekly newspaper, website, newsletters, research, events, videos and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it.

The InvestmentNews headquarters are located in New York, with offices in Washington D.C. InvestmentNews is part of Bonhill Group.

 

About the 2022 Best Places to Work for Financial Advisers by InvestmentNews
Currently in its fifth year, the InvestmentNews 2022 Best Places to Work for Financial Advisers program recognizes financial advice businesses that create meaningful work experiences for all their professionals. These firms value a commitment of excellence to both their employees and clients. It is from these encouraging foundations that advice firms can provide high quality and personalized investment and financial planning for clients.

Each year, this project is conducted in partnership with employee survey firm Best Companies Group. Winners are selected from a two-part survey completed by employers and employees. Employers report their organization’s workplace policies, practices and demographics, and employees complete a survey designed to measure the employee experience. Scores from the employee survey represent three-quarters of the weight of the final rankings.

This award does not evaluate the quality of services provided to clients and is not indicative of Bailard’s future performance. There was no cost for Bailard to enter.

To qualify as one of InvestmentNews Best Places to Work for Financial Advisers, an advice firm must have at least 15 employees and have been in business for one year. This year, a total of 75 firms were placed on the InvestmentNews 2022 Best Places to Work for Financial Advisers list. 21 managers were recognized in Bailard’s category of 50+ employees, where Bailard ranked #6.