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Bailard · Wealth & Asset Management

An independent, values-driven wealth and asset management firm

Founded in 1969 and proudly independent.

Let’s talk Explore our capabilities
For Individuals & Families

Comprehensive planning and investing, delivered with compassion

Financial planning, portfolio management and family office services for individuals, families, foundations and endowments.

Explore wealth managementFor Institutions & Advisors

Innovative approaches designed to enhance returns and manage risk

Domestic and international equity, fixed income, and sustainable, responsible and impact investing strategies.

Explore asset managementFor Real Estate Investors

Cycle-tested, actively managed private equity real estate

More than 40 years of real estate investing, across five full market cycles.

Explore real estate

What we do

Our capabilities

Driven by our six core values of accountability, compassion, courage, excellence, fairness, and independence, Bailard proudly serves individuals, families, and institutions. Over five decades, we have built a comprehensive wealth management offering, as well as a long-term asset management track record, across domestic and international equities, fixed income, private real estate, and sustainable, responsible and impact investing.

01

Wealth Management

Comprehensive planning and investing, delivered with compassion.

Explore wealth management
02

Asset Management

Innovative approaches designed to enhance returns and manage risk.

Explore asset management
03

Real Estate

Cycle-tested, actively managed private equity real estate.

Explore real estate

By the numbers

Proudly independent since 1969

Our longstanding independence and broad employee ownership mean we can act in accordance with our clients’ and our firm’s values.

1969
Founded, and independent ever since
$8.4B
in assets under management
55%
women and minority owned
79%
of employees own company stock

Figures as of June 30, 2026.

Sonya Mughal, Chief Executive Officer of Bailard

Our team

Led by our values

I think the most important thing in our industry, frankly, are our values. I think it’s very important for clients to really think about where they’re putting their money and who’s managing it.

Sonya Mughal, CFAChief Executive Officer

Bailard embodies a “do-what-is-right” ethos and a loyalty that extends from our clients to our colleagues.

Meet the team

Our impact

Bailard’s values in action

Bailard has always been a values-driven firm and, over our long history, we have demonstrated a commitment to putting our values into action. It inspires us to serve the communities in which we live, work, and engage.

Learn more
  • B CorpCertified B Corporation since 2023
  • $1.48Mgranted by the Bailard Foundation, June 2019 to June 2026
  • Since 2018signatory to the UN Principles for Responsible Investment

News & insights

Recent insights

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Flash report (PDF)Country Indices, September 2026
InstitutionalFlash report (PDF)

Country Indices Flash Report – September 2026

U.S. long-dated yields reached their highest in over 20 years. A bond sell-off deepened on stronger-than-expected growth, elevated inflation, and rising spending.

Read the report (opens in a new tab)
ImpactArticle

The unintended consequence of Artificial Intelligence

Explore how artificial intelligence is reshaping U.S. economic growth and impacting debt markets in significant ways.

Read more (opens in a new tab)
InstitutionalMorning Macro

Corporate Profits Remain a Tailwind – Morning Macro with Dave

With the last of the off-cycle reporters now largely wrapped up, we can effectively close the book on the second quarter earnings season.

Read more (opens in a new tab)

Keep informed

Insights, in your inbox

Market commentary, original research and strategy updates from Bailard’s investment and wealth teams. Choose the topics you care about.

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Let’s talk

Get in touch

For individuals and institutions alike, Bailard proudly serves as a trusted partner focused on achieving long-term results aligned with your values and goals. Let’s find out how we can work together.

Contact usCall 650-571-5800

Important disclosures

There is no guarantee Bailard or any of its strategies will achieve performance or investment objectives. Past performance is no indication of future results. All investments have the risk of loss.

Assets under management, ownership and employee figures are as of June 30, 2026.

Important Notice: Bailard does not conduct business over social media or social messaging platforms. If you receive information regarding an investment opportunity purporting to be offered by or affiliated with Bailard through one of these platforms, such as WhatsApp, you should be aware that this is a scam. Please contact info@bailard.com if you have any questions.