Bailard, Inc.

Bailard, Inc. is an independent, values-driven wealth and asset management firm established in 1969. Driven by its six core values of accountability, compassion, courage, excellence, fairness, and independence, Bailard proudly serves individuals, families, and institutions. They offer a comprehensive wealth management solution including investment strategies across domestic and international equities, fixed income, private real estate, and sustainable, responsible, and impact investing, along with financial, tax, and estate planning services. Bailard's team of experts work closely with their clients to align their financial portfolios with their values and goals.

Bailard is a well-regarded firm with a strong track record of performance and a commitment to corporate social responsibility. They have been recognized for their philanthropy, diversity and inclusion, and commitment to creating a positive impact on the environment and society. Bailard has received numerous awards and accolades, including being named to CNBC’s Financial Advisor 100, InvestmentNews’ Best Places to Work for Financial Advisers, and the San Francisco Business Times’ Top Corporate Philanthropists.

Bailard, Inc. offers a flexible work environment, enabling employees to tailor their work arrangements to their individual needs. This flexibility is exemplified by the company's successful transition to a remote work environment during the pandemic and its continued commitment to a hybrid model. Bailard prioritizes a supportive and engaging work culture, allowing employees to thrive in a setting that aligns with their preferred work styles and personal circumstances.

Bailard provides comprehensive employee benefits, including a generous 401(k) plan with company stock ownership opportunities, medical, dental, and vision insurance, life insurance, short-term and long-term disability coverage, paid time off, parental leave, tuition reimbursement, and professional development opportunities.

Bailard is an independent, values-driven wealth and asset management firm that has been serving individuals, families, and institutions since 1969. Guided by their six core values of accountability, compassion, courage, excellence, fairness, and independence, they strive to partner with clients, aligning their financial portfolios with their goals and values through comprehensive wealth management and a long-term asset management approach. They offer a range of services, including investment strategies in domestic and international equities, fixed income, private real estate, and sustainable, responsible and impact investing, as well as financial, tax, and estate planning.

Bailard, Inc. promotes a values-driven culture built on accountability, compassion, courage, excellence, fairness, and independence. This ethos is evident in their high-touch client service, firmwide intellectual curiosity, deep industry expertise, and transparency with both clients and colleagues. They prioritize a diverse and welcoming work environment, with over 43% of their VPs and above being women, and a significant portion of their employees owning company stock. This fosters a sense of shared ownership and commitment to the firm's mission.

Bailard emphasizes a culture of inclusion and diversity, championing colleagues based on merit, regardless of identity. They value diverse perspectives, welcoming individuals from around the globe and actively supporting women in the workplace. This commitment is reflected in their employee demographics, with 43% of vice presidents and above being women. Recognizing that diversity, equity, and inclusion are ongoing processes, Bailard continuously strives for improvement by partnering with BIPOC hiring organizations, participating in college job fairs, and offering DE&I learning opportunities, including unconscious bias training for employees.