Founded in 1969, Bailard is an independent, values-driven asset and wealth management firm serving individuals, families, and institutions. Over five decades, we have built a comprehensive wealth management offering, as well as a long-term asset management track record across domestic and international equities, fixed income, private real estate, and sustainable, responsible and impact investing. Committed to our core values of accountability, compassion, courage, excellence, fairness, and independence, Bailard works with clients to align their financial goals with their values. Based in the San Francisco Bay Area, Bailard is a majority employee-owned and women-led firm, is a Principles of Responsible Investing signatory, and has its own private charitable foundation.*
*The Bailard Foundation’s board of directors is led by chairwoman Terri Bailard, widow of firm co-founder Tom Bailard, and features friends and employees of Bailard, Inc.
Disclosures
The information on this LinkedIn Page (the “Site”) is intended for informational, educational, and research purposes only. Nothing on this Site is intended to be, nor should it be construed or used as, financial, legal, tax, or investment advice, or a representation as to the appropriateness or suitability of an investment in a strategy or product. The information contained on this Site is not a complete description of any strategy or product; therefore, it is not and should not be construed as an offer to provide any service, strategy or product.
Any link to individual pages are personal pages of an employee and Bailard, Inc. does not endorse, recommend such content of any individual.
The information regarding Bailard is directed to U.S. investors only. The information on the Site does not constitute a solicitation in any jurisdiction in which such a solicitation is unlawful or to any person to whom it is unlawful. All investments have the risk of loss. There is no guarantee that Bailard will achieve its objectives.
Company Details
- Employees
- 97
- Founded
- -
- Address
- 950 Tower Lane,
- Phone
- 16505737128
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- bailard.com
- Keywords
- at Bailard.
- HQ
- Foster City, CA
Bailard, Inc. Questions
Bailard, Inc.'s helpline number is 16505737128
Bailard, Inc.'s website is bailard.com
Bailard, Inc.'s LinkedIn profile is https://www.linkedin.com/company/bailard-inc.
Bailard, Inc. has
97 employees.
View email and phone details for 97
employees at Bailard, Inc..
Bailard, Inc.'s industry is
Investment Management
Bailard, Inc.'s top competitors are
Jll,
Main Street Research,
Pgim Real Estate,
Modera Wealth Management,
Invesco Us,
Ieq Capital,
Robertson Stephens,
Blackrock,
Iconiq,
Bordeaux Wealth Advisors.
Bailard, Inc.'s categories are Investment Management
Bailard, Inc.'s founding year is 1969
