A complete list of active advisors currently associated with Bailard, Inc.

Warmer can help you find a great advisor at Bailard, Inc. or one who fits your needs even better.

Bailard provides wealth management and asset management services to individuals and institutions, advising high‑net‑worth clients as well as investment companies and pooled vehicles. The firm manages separately managed accounts, serves as a sub‑adviser to registered mutual funds, and supplies model portfolios to third‑party UMA overlay managers. Its investment process blends quantitative models, fundamental research and qualitative judgment across multi‑asset portfolios and single‑asset strategies, and applies a proprietary scoring framework for its sustainable, responsible and impact investing (SRII) offerings. Strategies described in the brochure span factor‑driven international and small/micro‑cap approaches, active fixed income, concentrated technology opportunities and direct real estate, and the firm uses electronic trading tools and specialized liquidity pools to support execution in less liquid names. Noteworthy disclosures include management of affiliated private pooled vehicles (including the Bailard Real Estate Fund and the Emerging Opportunities Fund, and a formed but not yet launched Multifamily Fund), the firm’s role as a mutual‑fund sub‑adviser, and the use of performance‑based compensation for certain pooled vehicles. The brochure also highlights that Bailard is a Certified B Corporation with substantial employee equity ownership and long average tenure among its investment professionals, and that it distributes a quarterly client newsletter, “the 9:05.”

To learn more about the advisors currently working at Bailard, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.