Bailard has cultivated a culture of performance. We seek to achieve solid, consistent returns through pragmatic opportunism balanced by rigorous analysis and risk management. But we measure performance in many other ways:

A client retention rate of 98%¹

An average tenure among our professionals
of 16 years²

A history of innovative products and strategies

¹ Our Advisory Service client retention rate for the 3 and 5 years ending in 2008 was 98% and 98%, respectively. 2007's and 2008's retention rates were 99% and 97% respectively. These numbers do not include terminations due to estate distributions or accounts terminated by Bailard due to account size.

²As of December 31, 2008.

Past performance is no indication of future returns.