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Bailard
Founded in 1969, Bailard is an independent, value-driven wealth and asset management firm serving individuals, families, and institutions alike. Bailard has built a long‐term asset management track record across domestic and international equities, fixed income, and private real estate, as well as robust, in-house sustainable, responsible and impact investing expertise. Through it all, Bailard works with clients to align their financial goals with their values. Based in the San Francisco Bay Area with over $6 billion in assets under management as of 3/31/2024, Bailard is a majority employee-owned and women-led firm, Certified B Corporation™, and a Principles of Responsible Investing signatory.
Purpose
Bailard embodies a “do-what-is-right” ethos and a loyalty that extends from our clients to our colleagues. Our desire to create impact is a driving force in how we hire, how we work with our clients to achieve their goals, and how we view the investment landscape. It also inspires us to serve the communities in which we live, work, and engage.
To that end, and in celebration of Bailard’s 50th Anniversary, The Bailard Foundation was launched in 2019 to formalize our decades-long dedication to giving back. Bailard’s co-founders serve as an early testament with their commitment to educating the community about financial planning. Bailard employees have an opportunity to serve a three-year term on the Bailard Foundation Board, and even in its short tenure, multiple have employees have shared how meaningful it is to have the opportunity to serve the mission of the Foundation and its grantees.
To that end, and in celebration of Bailard’s 50th Anniversary, The Bailard Foundation was launched in 2019 to formalize our decades-long dedication to giving back. Bailard’s co-founders serve as an early testament with their commitment to educating the community about financial planning. Bailard employees have an opportunity to serve a three-year term on the Bailard Foundation Board, and even in its short tenure, multiple have employees have shared how meaningful it is to have the opportunity to serve the mission of the Foundation and its grantees.
Mission
Driven by our six core values of accountability, compassion, courage, excellence, fairness, and independence, Bailard proudly serves individuals, families, and institutions. We partner with our clients, using our values-driven approach, to align their financial portfolios with their goals and values.
Additional Culture Details
Recently, Bailard announced that it earned B Corporation™ certification for meeting B Lab’s stringent standards of verified social and environmental performance, public transparency, and legal accountability, emphasizing the delicate balance between profit and purpose. This certification is a testament to the firm’s dedication to values-driven practices. With this achievement, Bailard is setting an example for wealth managers who aim to serve not only their clients, but also society and the planet.
Values
- Accountability
- We believe in transparency and hold ourselves accountable to our clients, our communities, and one another.
Recent Awards
Company Snapshots
