Bailard, Inc.
Bailard, Inc. is an independent, employee-owned and women-led wealth and asset management firm headquartered in Foster City, California. Founded in 1969 by three graduates of the Stanford Graduate School of Business, Bailard serves individuals, families, endowments, foundations, and institutions. The firm provides comprehensive wealth management, financial and estate planning, and institutional asset management services, with expertise in domestic and international equities, fixed income, and private real estate, as well as sustainable and impact investing. Bailard emphasizes accountability, compassion, courage, excellence, fairness, and independence and is a certified B Corporation. As of September 2025, Bailard manages $7.5 billion in assets and is recognized for its high client retention, values-driven approach, and broad employee ownership.
Investment Strategy
Bailard utilizes a long-term, values-driven investment philosophy that emphasizes alignment of client financial goals with personal values. Their investment approach spans domestic and international equities, fixed income, and private real estate. Bailard also has significant in-house sustainable, responsible, and impact investing expertise, integrating environmental, social, and governance (ESG) principles into their portfolio construction. The firm offers both standalone single asset class strategies for institutions and multi-asset class, customized portfolios for wealth management clients. Bailard’s strategies prioritize risk management, transparency, and tailored service, maintaining independence to best serve its diverse client base.
Top Holdings
Equity Positions (746)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.05% | $216.7M | 435,572 | $132.68 | $497.41 | +$54.1M |
A AAPL | APPLE INC | 4.21% | $180.8M | 881,294 | $72.53 | $205.17 | -$12.3M |
N NVDA | NVIDIA CORPORATION | 3.62% | $155.1M | 982,007 | $41.49 | $157.99 | +$44.6M |
S SPY | SPDR S&P 500 ETF TR | 2.98% | $127.7M | 206,654 | $392.34 | $617.85 | +$14.1M |
E EFA | ISHARES TR | 2.89% | $123.9M | 1,386,025 | $78.02 | $89.39 | +$13.5M |