At Bailard, wealth management is a client centric financial counseling service. We listen as you articulate your goals, and then work to evaluate your current and future financial resources. Your particular circumstances, including philanthropic intentions and legacy decisions, are also considered as we help you design a long-term investment strategy. Our client relationships are practical and dialogical; we see ourselves as partners in your quest for financial security and well-being. Bailard Advisory Service is suitable for portfolios of $5,000,000 or more.

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