Bailard

Bailard is an independent wealth and asset management firm serving individuals, families, and institutions alike. We have 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 impact investing expertise. Through it all, we work with our clients to align their financial goals with their values. A values-driven firm based in the San Francisco Bay Area, we are deeply committed to Bailard’s core principles of accountability, compassion, courage, excellence, fairness, and independence.