Bailard

Overview

Bailard is an independent, values-driven wealth and asset management firm founded in 1969, serving individuals, families, and institutions. The firm manages assets across domestic and international equities, fixed income, private real estate, and sustainable, responsible, and impact investing strategies. Bailard's approach integrates financial, tax, and estate planning to provide comprehensive wealth management, aligning clients' financial portfolios with their goals and values. The firm's investment strategies encompass real estate, equities, fixed income, and multi-asset class portfolios. Bailard employs both quantitative and qualitative methods to construct portfolios tailored to clients' objectives, risk tolerance, and values. The real estate strategy focuses on uncovering value through fundamental analysis at acquisition and active management throughout the property lifecycle. In equities, Bailard pursues disciplined, consistent, and repeatable methodologies across U.S. and international markets. Fixed income strategies aim to preserve capital while providing stable income streams. Wealth management portfolios are developed in-house, rooted in the risk and return characteristics of each asset class and customized to clients' goals and values. Bailard's commitment to its core values—accountability, compassion, courage, excellence, fairness, and independence—has been recognized through various accolades. The firm has been named among Pensions & Investments' Best Places to Work in Money Management for seven consecutive years and recognized as one of the Top Workplaces in the San Francisco Bay Area. Additionally, Bailard achieved B Corporation™ certification, reflecting its dedication to values-driven practices. As of December 31, 2024, Bailard managed over $6.3 billion in assets, with a majority employee-owned and women-led structure.

Investment Focus

• Accredited Investor Status

Portfolio Companies