Bailard, Inc.

Bailard, Inc. is an independent wealth and investment management firm located in the San Francisco Bay Area. Founded in 1969, the firm is committed to achieving long-term results aligned with client values and goals. Bailard's core values of accountability, compassion, courage, excellence, fairness, and independence drive their strategies and client service. They offer innovative, intelligently designed investment products and strategies for both institutional and individual investors. The Bailard Strategic Growth program and Managed Individual Flexible Investment Program provide clients with professionally managed portfolios that align with their investment preferences and seek to meet their expectations. Bailard is dedicated to serving clients with research-based insight, transparency, and compassion, and stands by the belief that "You are not a robot. Neither are we."™