Impersonation of Bailard Portfolio Manager on WhatsApp

Important Notice

We have been alerted to a scam involving the impersonation of a senior member of our portfolio management team on WhatsApp. The impersonator is falsely claiming to be Chris Moshy, Bailard’s Senior Vice President of Domestic Equities, and offering stock and trading tips in WhatsApp group chats named “Bailard Wealth Management VIP” and “Stock Market Elite -150.”

Actions Taken:

• We have reported the issue with law enforcement and with the SEC.
• Also, we identified misleading business reviews on Google and Yelp, seemingly related to this scam.

Bailard’s Business Practices:

• Please note that Bailard does not conduct business over social media or social messaging platforms.
• If you receive information regarding an investment opportunity allegedly associated with Bailard on platforms like WhatsApp, be aware that it is a scam.

Contact Us:

• For any inquiries or to report suspicious activities, please reach out to us at info@bailard.com.

Our Commitment to Integrity

Considering these recent fraudulent activities, we want to reassure you of our unwavering commitment to professionalism, which is deeply anchored in our core values of accountability, compassion, courage, excellence, fairness, and independence.

Bailard remains steadfast in its commitment to serving clients with the utmost professionalism. The trust and security of our clients are paramount, and we are committed to ensuring these are never compromised by such fraudulent schemes.