What is Bailard?
Founded way back in 1969, Bailard is an independent wealth and asset management firm that’s been serving individuals, families, and institutions for decades. They’ve built a solid track record managing assets across domestic and international equities, fixed income, and private real estate. But here’s the thing—they’re not just about numbers. Bailard also brings deep expertise in responsible, sustainable, and impact investing. They combine all these investment capabilities with financial, tax, and estate planning to offer a truly comprehensive wealth management experience. And throughout it all, Bailard sticks to its six core principles, working closely with clients to align their financial portfolios with their values.
Main Benefits of Working with Bailard
Here’s a quick snapshot of what makes Bailard stand out:
- Over 50 years of experience in wealth and asset management
- Expertise across domestic and international equities, fixed income, and private real estate
- Strong focus on socially responsible and impact investing
- Values-driven approach based on accountability, compassion, courage, excellence, fairness, and independence
- Comprehensive financial, tax, and estate planning services
- Recognized as a top corporate philanthropist and workplace
- BCorp score of 108.5, reflecting commitment to social and environmental performance
Core Values Driving Bailard’s Approach
Bailard’s foundation rests on six core values: accountability, compassion, courage, excellence, fairness, and independence. These aren’t just buzzwords—they actively shape how the firm operates and partners with clients. This values-driven approach ensures that investment strategies aren’t just about returns but also about aligning with clients’ personal goals and ethical standards. It’s a partnership where financial success and personal values go hand in hand.
Comprehensive Wealth Management Capabilities
With decades of experience, Bailard offers a broad range of wealth management services. Their expertise spans multiple asset classes including domestic and international equities, fixed income, and private real estate. But what really sets them apart is their commitment to sustainable, responsible, and impact investing. They don’t just manage money—they help clients invest in ways that reflect their values and make a positive difference. Plus, their integrated financial, tax, and estate planning ensures clients get a holistic approach to managing their wealth.
Commitment to Responsible and Impact Investing
Bailard has long been a pioneer in responsible investing. Their in-house expertise in ESG (Environmental, Social, and Governance) investing means clients can pursue financial goals without compromising on social responsibility. This commitment goes beyond just investment choices—it’s embedded in how Bailard hires, works with clients, and engages with communities. It’s about putting values into action, every step of the way.
Project Impact: Sustainable Development Goals (SDGs) Linked to Bailard
- SDG 8: Decent Work and Economic Growth – promoting fair employment and economic opportunities
- SDG 10: Reduced Inequalities – fostering inclusive financial strategies
- SDG 12: Responsible Consumption and Production – encouraging sustainable investment practices
- SDG 13: Climate Action – integrating ESG factors to address climate risks
- SDG 17: Partnerships for the Goals – collaborating with clients and communities for impact
Important Notice on Communication and Security
It’s worth noting that Bailard does not conduct business over social media or messaging platforms like WhatsApp. If you come across any investment opportunities claiming to be from Bailard on these channels, be cautious—it’s likely a scam. For any questions or concerns, reaching out directly via their official contact email is the safest bet. This vigilance helps protect clients and maintain the firm’s trusted reputation.
