Our Capabilities
Driven by our six core values of accountability, compassion, courage, excellence, fairness, and independence, Bailard proudly serves individuals, families, and institutions. Over five decades, we have built a comprehensive wealth management offering, as well as a long-term asset management track record, across domestic and international equities, fixed income, private real estate, and sustainable, responsible and impact investing. We partner with our clients, using our values-driven approach, to align their financial portfolios with their goals and values.
Our Team
Bailard embodies a “do-what-is-right” ethos and a loyalty that extends from our clients to our colleagues.
“I think the most important thing in our industry, frankly, are our values. I think it’s very important for clients to really think about where they’re putting their money and who’s managing it.”
—Sonya Mughal, CFA, Chief Executive Officer
Investment Strategies
Bailard has built a long-term track record across domestic and international equities, fixed income, and private real estate, as well as robust, in-house ESG expertise and multi-asset class wealth management portfolios.
1969
Founded
$5.8
Billion in Assets Under Management
52%
Women and Minority Owned
as of 12/31/2023
Our Impact
Bailard has always been a values-driven firm and, over our long history, we have demonstrated a commitment to putting our values into action. This fundamental belief is a driving force in how we hire, how we work with our clients to achieve their goals, and how we view the investment landscape. It also inspires us to serve the communities in which we live, work, and engage.
Recent Insights
Celebrating Excellence: Three Bailard Equity Strategies Attain PSN Top Guns List Status for Q4 2023
Bailard is thrilled to announce its inclusion in the PSN Top Guns List for top performance in separate accounts, managed accounts, and managed ETF strategies for the fourth quarter of 2023. This recognition, presented by Zephyr, highlights the achievements of product offerings within the PSN peer reporting framework.
March 26, 2024
GOBankingRates, Estate Planning “4 Things To Consider for Parents of Children With Disabilities”
Parenting a child with disabilities is one of the most powerful and important jobs anyone could do. You want to protect your child in every way possible, ensuring they stay safe while enjoying a full world of potential. But keeping the world open to your children takes a lot of planning for the long-term future — including the day you’re no longer there to advocate for them directly.
March 22, 2024
Bailard Technology Strategy Named to Pensions & Investments’ Top-Performing Equity Managers as of Q4 2023
The Bailard Technology Strategy was a top performer in Morningstar's Overall U.S. Separate Accounts Category over 1-year period, and Morningstar's Technology Category over 1- and 5-year periods ending December 31, 2023
March 21, 2024
Get in Touch
For individuals and institutions alike, Bailard proudly serves as a trusted partner
focused on achieving long-term results aligned with your values and goals.
Let’s find out how we can work together.
There is no guarantee Bailard or any of its strategies will achieve performance or investment objectives. Past performance is no indication of future results. All investments have the risk of loss.
Important Notice: Bailard does not conduct business over social media or social messaging platforms. If you receive information regarding an investment opportunity purporting to be offered by or affiliated with Bailard through one of these platforms, such as WhatsApp, you should be aware that this is a scam. Please contact info@bailard.com if you have any questions.