General Info

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.