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. read more