Bailard

Bailard is an independent asset and wealth management firm founded in 1969. Specializing in comprehensive wealth management across equities, fixed income, real estate, and sustainable investing, Bailard aligns clients' financial goals with their values. Committed to accountability, compassion, courage, excellence, fairness, and independence, Bailard is majority employee-owned, women-led, and a signatory to the Principles of Responsible Investing.