Discipline.
Integrity.
Paying off.
Independently owned since 1969. No parent company. No agenda but yours.
Most wealth management firms will tell you they put clients first. Fewer can tell you there’s no parent company, no outside pressure on your advice, nothing between you and someone who actually understands what you’ve built and what’s at stake. Bailard can. Founded in the Bay in 1969, independently owned, answering only to our clients.
You’re asking the right question.
“You’ve worked too hard to wonder if your wealth manager is actually working for you.”
There’s a specific discomfort that comes with significant wealth: a sense that the complexity you’re carrying deserves more than a managed product and a quarterly call. Liquidity events. Concentrated positions. Decisions that span generations. The feeling that what got you here is not what will protect it.
Finding a firm you actually trust changes that feeling. That’s what we’re here for. The same discipline that separates good from great in any field compounds over time in wealth management, too. Bailard is independently owned. No parent company, no outside pressure on your advice, no competing agenda. We work with founders, executives, and families who’ve reached a point where it matters who you hand the keys to. We’ve been doing this in the Bay since 1969, and we intend to still be doing it for your kids.
One of the Bay Area’s longest-tenured independent wealth managers. We’ve seen cycles. We don’t panic, and we don’t chase.
Independent. Privately owned, with controlling ownership held by employee-owners.
Women and minority owned. Not a talking point, a simple reflection of who built this firm and who leads it today.
The complexity you’re carrying is exactly what we’re built for.
Most people who reach out are individuals or families: founders, executives, and people navigating the financial decisions that come with significant wealth. We also work with Bay Area nonprofits and a select number of registered investment advisors.
Founders post-exit. Executives holding concentrated stock. Families with assets spread across accounts they barely recognize anymore. People who’ve been told they’re being taken care of, but aren’t sure. If that’s you, this is the conversation worth having.
- Liquidity events and what comes after
- Concentrated equity and how to manage it
- Multi-generational planning, done properly
- A single relationship, not a portfolio of products
Your endowment should work as hard as your mission. We work with Bay Area nonprofits and foundations on investment policy, allocation, and responsible strategies that don’t force you to choose.
- Endowment investment management
- Spending policy and governance
- Sustainable, responsible & impact investing
- Foundation and board consultation
We work with advisors and consultants on specialized planning situations and advisor education, alongside differentiated in-house investment strategies.
- Private real estate, internally managed since 1990
- Sustainable, responsible & impact investing
- Custom fixed income portfolios
- Advisor education & specialized planning support
A firm you’d actually want to work with.
Depth of experience. People who chose an independent firm over a bigger name. An estate attorney who spent years advising families before joining. An advisor who watched his own family navigate sudden wealth without the right help and built a career around making sure that doesn’t happen to others. Two Columbia women’s basketball alums — one who played professionally overseas, one who went to Deloitte and came back. That’s the kind of place this is.
When you reach out, you’ll work with a senior advisor matched to your situation, not whoever’s next in the queue.
“I’ve seen firsthand how much damage the wrong advice can cause at the wrong time. People deserve better than being treated like an account number.”
Austin Lastinger, CFP®, EA · VP / Investment Counselor
Find out if we’re the right fit.
The people who work best with Bailard usually know something is off with their current situation before they can name it. Too many accounts at too many places. An advisor who seems busy. A nagging sense that the complexity you’ve built isn’t being managed with the seriousness it deserves.
If any of that sounds familiar, it’s worth a conversation. No pitch, no pressure. A senior advisor will follow up within one business day, and if it’s not a fit, we’ll tell you that too.