Bailard Named to Financial Times 300 Top Registered Investment Advisers
June 22, 2017
FOSTER CITY, CA –– Bailard, Inc., an independent wealth and asset management firm, is pleased to announce it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms across the U.S.
“We are honored to receive this award,” said Peter M. Hill, CEO and Chairman of Bailard. “We pride ourselves in our pursuit of investment excellence and our tireless commitment to serving our clients. We are humbled by the loyalty of our client relationships, having served many of our clients for multiple decades and some families into their fourth generations.”
This is the fourth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry. RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.
About Bailard, Inc.
Founded in 1969, Bailard is a majority employee-owned institutional asset management and wealth advisory firm, entrusted with $3.6 billion in assets under management as of May 31, 2017. With 61 employees and Bay Area offices in Foster City and San Francisco, California, Bailard’s core values comprising openness, fairness, excellence and courage sustain Bailard’s reputation for client retention and employee allegiance. Bailard Wealth Management, a division within Bailard, provides investment advisory and financial planning services to investors seeking multi-asset diversification, including a dedicated socially responsible investing service. Bailard Institutional, a separate division within Bailard, is a discretionary institutional asset manager that offers single asset class strategies ranging from long-only equity and fixed income strategies to alternative strategies and private real estate.