Founded in 1969, Bailard is an independent, values-driven asset and wealth 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 ESG expertise. Committed to its core values of accountability, compassion, courage, excellence, fairness, and independence, Bailard works with clients to align their financial goals with their values. Based in the San Francisco Bay Area with over $5 billion in assets under management as of 12/31/2022, Bailard is a majority employee-owned and women-led firm, is a Principles of Responsible Investing signatory, and has its own private charitable foundation.*

*The Bailard Foundation’s board of directors is led by chairwoman Terri Bailard, widow of firm co-founder Tom Bailard, and features friends and employees of Bailard, Inc.

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Any link to individual pages are personal pages of an employee and Bailard, Inc. does not endorse, recommend such content of any individual. 

The information regarding Bailard is directed to U.S. investors only. The information on the Site does not constitute a solicitation in any jurisdiction in which such a solicitation is unlawful or to any person to whom it is unlawful. All investments have the risk of loss. There is no guarantee that Bailard will achieve its objectives.

Investment Management

Bailard, Inc.

Bailard, Inc.'s headquarters in Foster City, CA, United States

Sonya Thadhani Mughal

Kim Aquino

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