Bailard is an independent wealth and asset management firm based in Foster City, CA. With over five decades of experience, they offer comprehensive planning and investing services to individuals, families, and institutions. Their values-driven approach focuses on accountability, compassion, courage, excellence, fairness, and independence, allowing them to align their clients' financial portfolios with their goals and values.
Bailard has built a strong track record in domestic and international equities, fixed income, private real estate, and sustainable, responsible, and impact investing. They prioritize their clients' needs and work closely with them to enhance returns and manage risk. With a commitment to putting their values into action, Bailard also serves the communities in which they operate, making a positive impact on society.
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