New York, NY Office

Bailard provides wealth management and asset management services to a mix of individual and institutional clients, offering financial planning and discretionary portfolio management across multi-asset programs and single-asset strategies. Clients include high‑net‑worth individuals, endowments, foundations, pension and profit‑sharing plans, registered investment companies, pooled investment vehicles, and a sovereign wealth fund.

The firm pursues multi‑asset diversification with an active approach that combines quantitative models, fundamental research, and qualitative judgment; it also offers sustainable, responsible, and impact investing screens for clients who request them. Bailard serves as a separate‑account manager and sub‑adviser to mutual funds, participates as a model portfolio provider within a UMA overlay structure, and integrates portfolio construction and rebalancing across its strategies.

Distinctive aspects of the firm include its management of affiliated pooled vehicles (notably the Bailard Real Estate Investment Trust and a planned Bailard Multifamily Fund) and its sub‑advisory role for the Nationwide Bailard funds, which gives it uncommon exposure to investment‑company and private‑fund client relationships. The firm also publishes a quarterly newsletter (“the 9:05”), is a Certified B Corporation with substantial employee ownership and long staff tenure, and operates pooled vehicles that can include performance‑based allocations and joint‑venture promotes.