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Home - Bailard Founded in 1969, Bailard is an independent, values-driven firm serving individuals, families, and institutions
Tess Gruenstein - Bailard Tess Gruenstein serves as Senior Vice President, Acquisitions and Portfolio Management, Real Estate at Bailard, offering expertise and insight into industry trends and developments
Our Team - Bailard Bailard embodies a “do-what-is-right” ethos and a loyalty that extends from our clients to our colleagues Our values are manifest in our thoughtful, high-touch service; in our firmwide intellectual curiosity and deep industry expertise; and in our transparency with both clients and colleagues
Asset Management - Bailard Bailard’s in-house researchers develop robust, multi-asset class portfolios on behalf of our Wealth Management clients Rooted in the risk and return characteristics of each asset class, portfolios are tailored to clients’ goals and values
Our Capabilities - Bailard Bailard pursues opportunities where we perceive a definable advantage across public and private markets We build upon innovative approaches that seek to enhance returns and manage risks while helping meet our clients’ needs
Our Impact - Bailard We launched the Bailard Foundation to formally support initiatives that help improve the communities in which we live, work, and engage The Bailard Foundation targets three grant initiatives—affordable housing, homelessness poverty, and financial literacy—in the San Francisco Bay Area and beyond
Our Impact - Bailard We view thought leadership as a means to push innovative and thought-provoking ideas for the industry, world, and individuals in an endeavor to create change We invite you to sample some of our work to engage through thought leadership, as well as some of our recent news regarding Bailard’s impact
Fixed Income - Bailard Bailard’s fixed income strategies seek to provide stable and predictable income streams while focusing on capital preservation and being tax aware for taxable accounts
Privacy Notices - Bailard Bailard processes certain personal information about consumers for purposes of account management, information technology support and administration in connection with the customer relationship and to comply with Bailard’s legal, administrative and corporate obligations
Awards - Bailard For the eighth consecutive year, Bailard named to Pensions Investments’ Best Places to Work in Money Management, a national program identifying and recognizing the best employers in the money management industry