Our Capabilities
Driven by our six core values of accountability, compassion, courage, excellence, fairness, and independence, Bailard proudly serves individuals, families, and institutions. Over five decades, we have built a comprehensive wealth management offering, as well as a long-term asset management track record, across domestic and international equities, fixed income, private real estate, and sustainable, responsible and impact investing. We partner with our clients, using our values-driven approach, to align their financial portfolios with their goals and values.
Our Team
Bailard embodies a “do-what-is-right” ethos and a loyalty that extends from our clients to our colleagues.
“I think the most important thing in our industry, frankly, are our values. I think it’s very important for clients to really think about where they’re putting their money and who’s managing it.”
—Sonya Mughal, CFA, Chief Executive Officer
Investment Strategies
Bailard has built a long-term track record across domestic and international equities, fixed income, and private real estate, as well as robust multi-asset class wealth management portfolios.
1969
Founded
$8.4
Billion in Assets Under Management
55%
Women and Minority Owned
as of 6/30/2026
Our Impact
Bailard has always been a values-driven firm and, over our long history, we have demonstrated a commitment to putting our values into action. This fundamental belief is a driving force in how we hire, how we work with our clients to achieve their goals, and how we view the investment landscape. It also inspires us to serve the communities in which we live, work, and engage.
Recent Insights
Quarterly Technology Strategy Q2 2026
Q2 2026 delivered the strongest quarterly return in more than five years, driven by continued enthusiasm around AI. However, AI is not a single investment theme; it is a stack. At its foundation are semiconductors, networking equipment, servers, and other hardware that power AI data centers.
July 31, 2026
Quarterly Small Value Strategy Q2 2026
A risk-on rally in April–May, fueled by economic resilience and easing Iran-conflict fears, pushed junk and meme stocks higher and made the Russell 2000 Value Index tough to beat, but June's shift to risk-off—spurred by AI funding skepticism—favored quality and value characteristics that benefit active managers. The Bailard Small Cap Value Strategy generated a 2Q26 total return of 17.57% net of fees, compared with the Russell 2000 Value Index at 17.19%
July 31, 2026
When an oil shock becomes an inflation problem – Morning Macro with Dave
Brent crude topped $100 a barrel and the Fed held rates steady, but a hawkish dissent signals mounting pressure for a rate hike as soon as September.
July 29, 2026
Get in Touch
For individuals and institutions alike, Bailard proudly serves as a trusted partner
focused on achieving long-term results aligned with your values and goals.
Let’s find out how we can work together.
There is no guarantee Bailard or any of its strategies will achieve performance or investment objectives. Past performance is no indication of future results. All investments have the risk of loss.
Important Notice: Bailard does not conduct business over social media or social messaging platforms. If you receive information regarding an investment opportunity purporting to be offered by or affiliated with Bailard through one of these platforms, such as WhatsApp, you should be aware that this is a scam. Please contact info@bailard.com if you have any questions.