Bailard, Inc. Email Format

Investment ManagementCalifornia, United States51-200 Employees

Bailard, Inc. is an independent investment management and wealth advisory firm based in the San Francisco Bay Area, with offices in Foster City, California. Founded in 1969, it serves individuals, families, and institutions by offering a comprehensive suite of wealth management services and a long-term asset management track record across domestic and international equities, fixed income, private real estate, and sustainable investing. The firm emphasizes aligning clients' financial goals with their values, guided by its core principles of accountability, compassion, courage, excellence, fairness, and independence.

Bailard is majority employee-owned and women-led, and it is a signatory to the Principles for Responsible Investing, reflecting its commitment to responsible investing. It also operates the Bailard Foundation, a private charitable foundation. The company is headquartered in Foster City, California, and has recently experienced leadership changes, with the departure of the Vice President of Business Development in April 2026.

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