Company Profile
Bailard
Company Overview
Bailard is different, and that’s a good thing. Founded in 1969, Bailard’s commitment to its values has shaped the company’s evolution. Our focus on the values of accountability, compassion, courage, excellence, fairness, and independence maintains a high-trust culture that fosters professional growth, intellectual rigor, and personal responsibility.
We believe in continually working to enhance a company culture where our employees not only grow and thrive, but know that their team always has their back.
Company History
Founded in 1969, Bailard is an independent wealth and asset management firm serving individuals, families, and institutions alike. We have built a long?term asset management track record across domestic and international equities, fixed income, and private real estate, as well as robust, in-house ESG expertise. We combine these investment capabilities with financial, tax, and estate planning to provide comprehensive wealth management. Through it all—and in line with Bailard’s six core principles and strong ESG/SRI mindset—we work with clients to align their financial portfolios with their values.
Notable Accomplishments / Recognition
Founded in 1969 and proudly independent. We are proud to be recognized across the asset and wealth management industries for not only our strategies and services but also our collective achievements as a workplace. Please visit https://bailard.com/awards/ for details!
Benefits
Since its founding, Bailard has always had an open culture and a tradition of treating colleagues more like family than coworkers. We aim to support our employees both personally and professionally so they can bring their best to Bailard but also to their family and community.
Culture & Community: We are fiercely committed to maintaining an environment where our colleagues feel empowered, valued, and supported.
- Charitable matching and volunteer opportunities, including serving on the Bailard Foundation Board
- Commitment to diversity, equity, and inclusion
- Team events and happy hours
- Open compensation philosophy
- Peer-nominated awards, and service recognition program
- Award-winning, learn-by-doing culture
- Onsite fitness center (in HQ)
Benefits: Bailard strives to provide best-in-class health, wellness, and financial benefits for our employees and their loved ones.
- Competitive compensation
- Paid medical, dental, and vision insurance for employees, and family member subsidy
- Dependent Care with FSA option
- Traditional and Roth 401(k) plans with discretionary employer match
- Unlimited PTO
- Paid 6-week sabbatical for every 7 years of service
- Life and AD&D, short/long term disability, and long term care insurance
- Generous parental leave
- Commuter benefits program
- Company stock grant and ownership opportunities
Growth & Development: Whether pursuing additional degrees or certifications or developing a career path, we celebrate and encourage our employees to never stop learning and growing.
- Certifications, designations, and education sponsorship
- Paid study days
- Financial planning education and assistance for employees
- Leadership and presentation coaching