FOSTER CITY, Calif.--(BUSINESS WIRE)--Bailard, Inc., an independent wealth and asset management firm, takes great pride in announcing that it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms across the U.S. The 2018 edition marks the second consecutive year Bailard has been recognized.
“On the eve of our 50th anniversary, we are honored to again be named to this prestigious list,” said Peter M. Hill, CEO and Chairman of Bailard. “Since our founding, our firm has embodied a culture to do right by our clients. We are grateful for our client loyalty as well as new client relationships, which speak both to our tireless pursuit of outstanding client service and investment acumen.”
This is the fifth 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 asset 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.
The Financial Times 2018 will celebrate the FT 300 list honorees tonight at The Harvard Club of New York City.
To view the full 2018 FT 300 list, please visit https://on.ft.com/2Kfmhdk.
About the 2018 FT 300
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2018). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300. According to its website, the Financial Times “is one of the world’s leading news organizations, recognized internationally for its authority, integrity and accuracy. It is part of Nikkei Inc., which provides a broad range of information, news and services for the global business community.”
About Bailard, Inc.
Founded in 1969, Bailard is a majority employee-owned institutional asset management and wealth advisory firm, entrusted with $4.0 billion in assets under management as of June 1, 2018. With 66 employees and its headquarters in Foster City, California with a second satellite office in 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.*
For more information about Bailard, Inc., please visit www.bailard.com or contact Michael Faust, Executive Vice President and Director of Wealth Management, at (650) 571-5800.
* All investments involve a risk of loss. There is no guarantee any strategy will achieve its objectives. Bailard will not offer advice in any jurisdiction where it is prohibited from doing so. Real estate and alternative investments have significant specific risks and are not appropriate for all investors.