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Bailard is an independent, values-driven wealth and investment management firm in the San Francisco Bay Area. For individuals and institutions alike, Bailard proudly serves as a trusted partner focused on achieving long-term results aligned with client values and goals. The pursuit of excellence, in all its forms, drives everything we do. We believe in accountability, compassion, courage, excellence, fairness, and independence—and these values manifest in our strategies and client service. A tenured and independent firm founded in 1969, we offer wealth and institutional clients stability and candor. We stand committed to serving our clients with research-based insight, transparency, and compassion. You are not a robot. Neither are we.™
Disclosures
The information on this LinkedIn Page (the “Site”) is intended for informational, educational, and research purposes only. Nothing on this Site is intended to be, nor should it be construed or used as, financial, legal, tax, or investment advice, or a representation as to the appropriateness or suitability of an investment in a strategy or product. The information contained on this Site is not a complete description of any strategy or product; therefore, it is not and should not be construed as an offer to provide any service, strategy or product.
Any link to individual pages are personal pages of an employee and Bailard, Inc. does not endorse, recommend such content of any individual.
The information regarding Bailard is directed to U.S. investors only. The information on the Site does not constitute a solicitation in any jurisdiction in which such a solicitation is unlawful or to any person to whom it is unlawful. All investments have the risk of loss. There is no guarantee that Bailard will achieve its objectives.
Disclosures
The information on this LinkedIn Page (the “Site”) is intended for informational, educational, and research purposes only. Nothing on this Site is intended to be, nor should it be construed or used as, financial, legal, tax, or investment advice, or a representation as to the appropriateness or suitability of an investment in a strategy or product. The information contained on this Site is not a complete description of any strategy or product; therefore, it is not and should not be construed as an offer to provide any service, strategy or product.
Any link to individual pages are personal pages of an employee and Bailard, Inc. does not endorse, recommend such content of any individual.
The information regarding Bailard is directed to U.S. investors only. The information on the Site does not constitute a solicitation in any jurisdiction in which such a solicitation is unlawful or to any person to whom it is unlawful. All investments have the risk of loss. There is no guarantee that Bailard will achieve its objectives.
Overview
Location
United States, California, Foster City
Employees
51-200
Founded date
1969
Mentions in press and media 17
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Mar 7, 2023 | 15 Precautions To Take With Online Banking, According To Experts | Online banking and financial transactions have made managing money more convenient than ever before, but they also come with certain risks. Hackers and cybercriminals are always looking for ways to access personal information and steal mone... |
| Jan 13, 2023 | 13 Essential Financial Steps Millennials Need To Take Within Five Years | Currently, Millennials range in age from the late 20s to the early 40s, placing them in the heart of their professional and earning years. Many are managing budgets as they raise young families, pay off student loan debt and begin providing... |
| Oct 19, 2022 | Three Ways To Put Your Values And Your Team First In A Competitive Market | Chief Executive Officer, Bailard. Leadership, management and vision; promoting diversity and inclusion. |
| Oct 13, 2022 | 15 Simple Ways Financial Advisors Can Go Above And Beyond For Clients | Financial advisors often have challenging jobs. Because clients entrust them with sensitive personal information and rely on them to help reach big financial goals, it’s in an advisor’s best interest to not just please, but delight those cl... |
| Apr 20, 2022 | 14 Practical Steps You Can Take Now To Prepare For Inflation In Retirement | Inflation has been a concern for many in recent months, especially those in or approaching retirement. The rising costs of gas, food and other necessities mean people are spending more on daily life, and retirees may worry that they don’t h... |
| Mar 12, 2022 | Commentators have warned American taxpayers will bear heavy costs of Russian sanctions. From gas prices to the cyber-warfare, 3 experts predict what will happen to the US. | Last week, Citadel CEO Ken Griffin said America's sanctions on Russia will hurt the US "in a profound way." The US is already dealing with skyrocketing inflation, and the sanctions could exacerbate the pain of rising prices. ... |
| Jan 18, 2022 | 15 Helpful Brand-Building Social Media Tips For Financial Advisors | Social media has become an essential marketing asset for businesses across various industries, including the financial services sector. Businesses are learning to leverage platforms such as Facebook, Instagram and TikTok to reach an entirel... |
| Dec 14, 2021 | 15 Ways ‘30-Somethings’ Can Make Faster Progress On Building Savings | It’s never too early—or too late—to start saving for the future. For those in their 30s, strong saving habits are especially important, as this is the time when many people find their professional footing and make major life decisions that ... |
| May 13, 2021 | 13 Ways Businesses And Consumers Can Help Secure Their Financial Data | The convenience of online banking and digital payment systems has simplified the ways both companies and consumers transact business with their financial service providers. However, that same ease and convenience can also make it all too ea... |
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FAQ about Bailard, Inc.
When was Bailard, Inc. founded?
Bailard, Inc. was founded in 1969.
What has the press written about Bailard, Inc.?
Parsers VC has collected 17 articles mentioning Bailard, Inc., among them “15 Precautions To Take With Online Banking, According To Experts” (Mar 7, 2023) and “13 Essential Financial Steps Millennials Need To Take Within Five Years” (Jan 13, 2023).
Is Bailard, Inc. still active?
Yes, Bailard, Inc. is active; its latest activity on Parsers VC dates from Mar 7, 2023.