Featured Story

May 2, 2024
Bailard's CEO Sonya Mughal, CFA offered three insightful ways leaders in the industry can fortify their culture and step up their communication practices to attract and retain high-performing teams.
April 2, 2024
Bailard’s Micro Cap Value Strategy has been recognized as Manager of the Decade and Bull/Bear Masters in the Micro Cap Value Universe in the PSN Top Guns list as of Q4 2024. The PSN Top Guns List for top performance in separate accounts, managed accounts, and managed ETF strategies.
March 26, 2024
Bailard is thrilled to announce its inclusion in the PSN Top Guns List for top performance in separate accounts, managed accounts, and managed ETF strategies for the fourth quarter of 2023. This recognition, presented by Zephyr, highlights the achievements of product offerings within the PSN peer reporting framework. Bailard’s Micro Cap Value, Technology, and Technology & Science strategies achieved notable rankings on the list.
March 21, 2024
The Bailard Technology Strategy was a top performer in Morningstar's Overall U.S. Separate Accounts Category over 1-year period, and Morningstar's Technology Category over 1- and 5-year periods ending December 31, 2023
Celebratory Stars. Photo by Kier in Sight Archives, Unsplash
March 7, 2024
Bailard, a values-driven wealth and asset manager in the San Francisco Bay Area, has once again been named as one of the 2024 Best Places to Work for Financial Advisors by InvestmentNews. The firm was ranked first of 25 firms in its category (companies with 50 or more U.S. employees).
Certified B Corporation(TM)
January 18, 2024
Bailard, Inc., an independent wealth and asset management firm, proudly announces its recent certification as a B Corporation™ (B Corp™). This achievement marks a significant stride in the firm’s dedication to values-driven practices that benefit its clients and employees, and the community.
January 2, 2024
Our EVP of Domestic Equities and Head of Technology Investing Dave Harrison Smith, CFA joined a live Yahoo Finance broadcast to discuss his outlook for tech investing in 2024, including what comes next after Generative AI’s initial debut.
December 29, 2023
We have been alerted to a scam involving the impersonation of a senior member of our portfolio management team on WhatsApp. We have reported the issue with law enforcement and with the SEC, and also identified misleading business reviews on Google and Yelp, seemingly related to this scam. Please note that Bailard does not conduct business over social media or social messaging platforms.
December 22, 2023
Bailard, Inc. an independent, values-driven asset and wealth manager in the San Francisco Bay Area, is pleased to announce that its Technology Strategy was a top performer in the Morningstar Technology Category for both the 1-year and 5-year periods ending September 30, 2023.
Image: Bailard is proud to be recognized as a Best Place to Work in Money Management by Pensions & Investments
December 14, 2023
Bailard, a values-driven asset and wealth manager in the San Francisco Bay Area, is recognized as one of the 2023 Best Places to Work in Money Management, announced by Pensions & Investments. The firm is honored to be ranked first in its category (of companies with 50-99 employees).
December 13, 2023
The Wall Street Journal's article featuring Eric Leve, Bailard's Chief Investment Officer, provides a practical perspective on managing cash holdings in the current economic environment. Leve emphasizes the risks of over-reliance on cash and the challenges of trying to time the market, offering guidance for investors aiming to optimize their portfolios.
Photo credit: Surface on Unsplash
December 1, 2023
“Envision a financial plan as a garden,” shares our CEO, Sonya Mughal, CFA. “Nobody waters their plants once a year. Meanwhile, an advisor is like a diligent gardener, always available and proactive.” Read Sonya’s full byline in Forbes discussing the importance of revamping your wealth plan throughout the year, and not just before the New Year hits...
Crystal Ball, San Francisco Bay. Photo credit Sasha • Stories on Unsplash.
November 30, 2023
Curious about the commercial real estate outlook for 2024? Tess Gruenstein, SVP of Acquisitions & Portfolio Management for Real Estate, joins other real estate experts in dissecting the changing landscape in an outlook piece featured on GlobeSt.com...
Thanksgiving table with pumpkin pie. Photo credit: Element5 Digital on Unsplash
November 20, 2023
This Thanksgiving, consider adding a dash of financial planning to your family traditions. Discover practical tips for initiating meaningful conversations about your family’s financial future in a piece penned by Michael Faust, CFA, President of Wealth Management, and published by Kiplinger,
Airplane window view, Photo by @lalasza on unsplash
September 21, 2023
Michael Faust, CFA, President of Wealth Management, delves into essential considerations for your portfolio during difficult economic times in his recent bylined piece for Kiplinger.
September 21, 2023
Bailard proudly announces it has been named to Barron's list of the Top 100 RIA Firms for 2023. This prestigious recognition showcases independent RIA firms nationally and underscores Bailard's commitment to its clients through comprehensive financial and wealth planning, investing, and family office services, all delivered with compassion.

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All investments have the risk of loss. There is no guarantee Bailard will achieve its investment objectives. Please see each full insight post for its respective disclosures.