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 ESG Equity Strategy Q2 2024
July 19, 2024
The equity markets continued to narrow in Q2. Large growth was the only winning style, and even that was deceptive as large growth returns were concentrated in the usual handful of mega caps perceived to be artificial intelligence (AI) beneficiaries. While showing some signs of weakness, economic growth remained positive while inflation continued to roughly moderate through the period. Interest rates rose in April, fell in May and were largely flat in June, ending the quarter very close to where they started.
Quarterly Technology Science Equity Strategy Q2 2024
July 18, 2024
The Bailard Technology Strategy posted a 2Q24 total return of 9.75% net of fees, ahead of both the cap-heavy benchmark index (S&P North American Technology Index) as well as the competitor-comprised benchmarks. The Morningstar U.S. Open End Technology Category returned 3.24% and the Lipper Science and Technology Fund Index returned 5.10%, while the S&P North American Technology Index generated 9.36% and the Nasdaq-100 Index returned 8.05%. Over longer time periods of 3, 5, and 10 years, the Strategy’s net returns continued to lead the competitor peer benchmarks.
How to Pick a Health Insurance Plan During Open Enrollment
July 12, 2024
Lena McQuillen, CFP® Director of Financial Planning, delves into why not reviewing your health insurance coverage each year could be costing you, as well as various considerations for picking a health insurance plan. Plus, sign up for a Medicare or a Marketplace Open Enrollment webinar.
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.