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Business Description
Bailard began in 1969 when Tom Bailard, Larry Biehl and Ron Kaiser started teaching a course in personal money management. Encouraged by their students, they formed one of the first fee-only financial planning practices in the United States. The Bailard Strategic Growth program is an actively managed asset-allocation program designed to help individual and institutional clients build a sound investment foundation. Strategic Growth draws upon a balanced mix of asset classes, using a combination of single-asset and alternative investment strategies and private real estate to create a portfolio that performs in line with client investment preferences and seeks to meet client expectations. The company s Managed Individual Flexible Investment Program, or MY-FLEX, provides clients with a worldwide balanced, professionally managed portfolio at a lower initial investment and relatively lower cost. MY-FLEX provides tactical, opportunistic asset allocation and greater flexibility than most mutual funds or wrap-account programs can offer. Bailard is located in Foster City, Calif.
Hours

Regular Hours

Sat - SunClosed

Extra Phones

Phone: (650) 655-5800

Phone: (650) 437-2184

Primary Phone: (650) 437-2184

Primary Phone: (650) 655-5800

TollFree: (800) 224-5273

TollFree: (877) 280-7222

Neighborhood
Town Center
AKA

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Other Email

Categories
Investment Management, Investments, Investment Advisory Service, Financial Services, Financial Planning Consultants, Financial Planners

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