The pursuit of excellence – as a manager, partner, and employer – drives everything we do. We also value accountability, compassion, courage, fairness, and independence. And these values 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. Empathy is not a hindrance, nor is it incompatible with risk and investing. In fact, we think it provides an edge.
A key differentiator is our stability, which stems from our independent ownership. We’re largely employee-owned and aren’t beholden to the interests of a corporate parent. Therefore, we’re able to maintain an entrepreneurial zeal that allows us to pursue the best opportunities in the marketplace as we see them arise. Our independence and spirit of innovation have driven remarkable employee tenure, which helps reduce turnover risk for our clients.
Wealth Management
Comprehensive planning and investing, delivered with compassion
Over Bailard’s more than 50-year history, we’ve served a broad range of clients from entrepreneurs, experienced executives, medical professionals, individuals undergoing an IPO, founders, and multi-generational families to foundations and endowments. The core of our multi-faceted approach is understanding what matters to you.
Asset Management
Innovative approaches designed to enhance returns and manage risk
Bailard pursues opportunities where we perceive a definable advantage across public and private markets. We build upon innovative approaches that seek to enhance returns and manage risks while helping meet our clients’ needs. As a values-driven firm, we are proud of our decades-long history of managing assets for a diverse client base that includes corporations, endowments/foundations, and government entities as well as individuals and families.
Thought Leadership
Quarterly Small Value Strategy Q4 2025
February 4, 2026
Stocks overall crept higher as 2025 came to a close, with value stocks of all sizes winning in Q4 and small cap and micro cap value beating other equity styles over the past two quarters.
Country Indices Flash Report – January 2026
January 31, 2026
U.S. asset leadership continued to slide from its early-2025 peak. Gold briefly hit record highs above $5,400/oz as the Fed held rates steady, foreign currencies rallied, and more than 80% of country equity indexes outperformed the U.S. in January.
Quarterly Technology Strategy Q4 2025
January 28, 2026
Inside, we explore the AI infrastructure cycle, which began with Nvidia’s breakout in early 2023, has mirrored the cloud-computing build-out of the early 2010s; in 2025, the software sector demonstrated resilient but normalizing revenue growth; AI agents; and more.
There is no guarantee Bailard or any of its strategies will achieve their performance or investment objectives. Past performance is no indication of future results. All investments have the risk of loss. Neither Bailard nor any employee of Bailard can give tax or legal advice. Please consult your tax or legal professional for such advice.