Bailard

Bailard is an independent wealth and asset management firm headquartered in Foster City, California. Established in 1969, the company provides personalized financial planning, investment management, and real estate services to individuals, families, and institutions. Bailard generates revenue through management fees based on assets under management (AUM) and performance-based fees. Known for its client-centric approach and fiduciary responsibility, Bailard has a long-standing reputation for integrity and expertise in the financial industry.

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