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
Bailard equity strategies ranked among top performers by Zephyr’s PSN
Four of Bailard's equity strategies—International, Micro Cap Value, Technology, and Technology and Science—were recognized in Zephyr’s quarterly PSN rankings for Q2 2025. The list showcases strategies that delivered notable performance amid rapidly changing market conditions.
Bailard Earns Global Recognition and National Ranking
This summer brought two honors that speak to who we are at Bailard. The Bailard Foundation was recognized with Best Philanthropic Initiative (Americas) at the global 2025 WealthBriefing Wealth for Good Awards, highlighting our community impact in the Bay Area. And once again, Bailard was named to Financial Advisor Magazine’s Top RIA Ranking, marking our fifth straight year in the Top 100.
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.