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.

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Our customized services include:
  • Financial planning
  • Wealth planning and portfolio management
  • Impact & ESG investing
  • Advanced strategies for special situations for individuals, families, and institutions alike

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 to foster an ESG mindset throughout our asset management services. 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.

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Our investment strategies include:
  • Real Estate
  • Domestic and International Equities
  • Fixed Income
  • Wealth Management Portfolios
  • Dedicated ESG and SRI
  • Customized Solutions

Impact at Bailard

Investing with purpose, to build long-term value.As a signatory of the UN PRI, our steadfast mission is to integrate ESG across our investment strategies. While the implementation may differ by asset class, the goal is the same: to align clients’ financial objectives with their environmental and social values.
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Thought Leadership

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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.