Bailard

With over 50 years of experience, Bailard is an independent wealth and investment management firm that combines proven, proprietary methodologies with innovative new strategies to drive success for clients. For individuals and institutions alike, Bailard proudly serves as a trusted partner focused on achieving long-term results aligned with client values and goals. An independent firm since our founding in 1969, we stand committed to our values and, most importantly, our clients. With more than $5 billion AUM as of September 30, 2021, Bailard's high-touch client service and proven track record are grounded in the firm's core values of accountability, compassion, courage, excellence, fairness, and independence.