Bailard: Comprehensive Wealth and Asset Management Services
Bailard is an independent wealth and asset management firm founded in 1969, offering comprehensive services that align financial portfolios with clients’ values. With a strong focus on responsible and impact investing, Bailard integrates financial, tax, and estate planning to provide a holistic wealth management experience. Their commitment to social responsibility is reflected in their core values and sustainable practices, making them a trusted partner for individuals and institutions alike.