Bailard Inc

Bailard Inc. is an independent asset and wealth management firm based in Foster City, California. Founded in 1969, the firm is majority employee-owned and boasts a team of over 83 employees. With over $5 billion in assets under management as of December 31, 2022, Bailard serves a diverse clientele including individuals, families, and institutions. Bailard Inc. provides a comprehensive range of financial services encompassing domestic and international equities, fixed income, and private real estate. They also offer robust environmental, social, and governance (ESG) expertise, allowing them to integrate clients' values into their investment strategies. Bailard is committed to aligning financial goals with clients' core values, fostering long-term relationships built on accountability, compassion, courage, excellence, fairness, and independence. As a signatory to the Principles of Responsible Investing, Bailard demonstrates its dedication to sustainable and ethical investment practices. The firm also operates its own private charitable foundation, The Bailard Foundation, which is led by Terri Bailard and a board comprised of friends and employees of the firm. For further information or to connect with Bailard Inc., visit their website at bailard.com.