We begin by helping you articulate your financial goals as they relate to the core issues of income, growth, taxes, legacy, and philanthropy. We then work with you, as a partner, to construct customized portfolio strategies that can address goals ranging from capital preservation to aggressive wealth generation.

Bailard's personalized wealth management services are tailored for virtually all ages and financial profiles. Our history of service; consistent performance; innovative, proprietary strategies; and integrity has resulted in an extraordinary client retention rate, with some wealth management relationships spanning four generations.

Bailard Advisory Service for client portfolios over
$5 million.

MY-FLEX^® for client portfolios over $500 thousand.