Founded in 1969, Bailard is an independent wealth and asset 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 sustainable, responsible and impact investing expertise. Through it all, Bailard works with clients to align their financial goals with their values. With 5. 5 billion in assets under management as of 6 30 2023, Bailard is a majority employee owned and women led firm, and a Principles of Responsible Investing PRI signatory. A values driven firm based in the San Francisco Bay Area, Bailard is deeply committed to its core values of accountability, compassion, courage, excellence, fairness, and independence.