Founded in 1969, Bailard is an independent 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. With $5.5 billion in assets under management as of 6/30/2023, Bailard is a majority employee-owned and women-led firm, and a Principles of Responsible Investing (PRI) signatory. A values-driven firm based in the San Francisco Bay Area, Bailard is deeply committed to its core values of accountability, compassion, courage, excellence, fairness, and independence.
Keywords: Wealth Management, Asset Management, Financial Planning, Socially Responsible Investing, Impact Investing, Fixed Income, Equities, Private Real Estate Investing, ESG Investing
Sector: Service with Minor Environmental Footprint
Size: 50-249 employees
B Corp Certified – Impact Score: 108.5
