# Bailard

> Bailard is an independent, values\-driven wealth and asset management firm serving individuals, families, and institutions since 1969\.

Generated by Yoast SEO v28.6, this is an llms.txt file, meant for consumption by LLMs.

## Pages
- [About Bailard](https://bailard.com/about-bailard/)
- [Awards](https://bailard.com/awards/)
- [Home](https://bailard.com/)
- [Sign up for the latest from Bailard](https://bailard.com/subscribe/)
- [Equity Strategies](https://bailard.com/equity-strategies/)

## Posts
- [CNBC, "CNBC’s Financial Advisor 100: Best financial advisors, top firms for 2026 ranked"](https://www.cnbc.com/2026/10/08/best-financial-advisors.html): CNBC names Bailard to its 2026 Financial Advisor 100 list
- [Kids home for the holidays: Four practical financial topics worth covering while everyone’s together](https://bailard.com/kids-home-for-the-holidays-four-practical-financial-topics-worth-covering-while-everyones-together/): A financial checklist for young adults: health care and FERPA paperwork, a money talk, a first Roth IRA, and a beneficiary check for the whole family\.
- [Improving the odds for successful gift\-giving](https://bailard.com/improving-the-odds-for-successful-gift-giving/): Three studies on what makes a gift land, and what they mean for financial gifts to family\. Dave Jones on giving well, including gifts of money\.
- [Economic brief: Discontent in debt land](https://bailard.com/economic-brief-discontent-in-debt-land/): Higher rates have made 2026 a hard year for bond investors, and the AI boom may be the next to feel them\.
- ["the 9:05" newsletter \| Q3 2026](https://bailard.com/wp-content/uploads/2026/10/905-Newsletter-2026-Q3_FNL.pdf): Financial conversations worth having over the holidays, why some gifts land better than others, and what higher rates mean for markets\.

## Popups
- [Keep Informed\-popup](https://bailard.com/?post_type=popup&p=2819)
- [Example: Auto\-opening announcement popup](https://bailard.com/?post_type=popup&p=7289)
- [Example: Auto\-opening announcement popup](https://bailard.com/?post_type=popup&p=7252)

## Popup Themes
- [Default Theme](https://bailard.com/?post_type=popup_theme&p=2810)
- [Light Box](https://bailard.com/?post_type=popup_theme&p=2811)
- [Enterprise Blue](https://bailard.com/?post_type=popup_theme&p=2812)
- [Hello Box](https://bailard.com/?post_type=popup_theme&p=2813)
- [Cutting Edge](https://bailard.com/?post_type=popup_theme&p=2814)

## Timeline Stories
- [Bailard earns a fifth consecutive spot on the San Francisco Business Times’ Top 100 Bay Area Corporate Philanthropists, ranking \#65 in 2025 \(up from \#89 in 2021\)](https://bailard.com/timeline/dave-harrison-smith-cfa-appointed-chief-investment-officer-3/)
- [Dave Harrison Smith, CFA, appointed Chief Investment Officer](https://bailard.com/timeline/dave-harrison-smith-cfa-appointed-chief-investment-officer/)
- [Mary Bersot, CFA, joins Bailard with her long\-time clients and colleague Nic Risser, following nearly two decades leading Bersot Capital Management](https://bailard.com/timeline/mary-bersot-cfa-joins-bailard-with-her-long-time-clients-and-colleague-nic-risser-following-nearly-two-decades-leading-bersot-capital-management/)
- [The Bailard Foundation Distributes $1M in its First Five Years](https://bailard.com/timeline/the-bailard-foundation-distributes-1m-in-its-first-five-years/)
- [Bailard Achieves B Corp Certification, Recognizing Commitment to Values\-Driven Practices](https://bailard.com/timeline/bailard-achieves-b-corp-certification-recognizing-commitment-to-values-driven-practices/)

## Categories
- [Asset Management](https://bailard.com/category/asset-management/)
- [Wealth Management](https://bailard.com/category/wealth-management/)
- [Impact](https://bailard.com/category/impact/)
- [News \& Press](https://bailard.com/category/news-press/)

## Tags
- [BREF Acquisition](https://bailard.com/tag/bref-acquisition/)
- [Company News](https://bailard.com/tag/company-news/)
- [Bailard Foundation](https://bailard.com/tag/bailard-foundation/)
- [In the Media](https://bailard.com/tag/in-the-media/)
- [Sustainable](https://bailard.com/tag/sustainable/)

## Categories
- [Timeline Stories](https://bailard.com/ctl-stories/timeline-stories/)

## Filters
- [Emeritus](https://bailard.com/awsm_team_filters/emeritus/)
- [Admin, Compliance, HR \& Operations](https://bailard.com/awsm_team_filters/admin-compliance-hr-operations/)
- [Client Service](https://bailard.com/awsm_team_filters/client-service/)
- [Trading](https://bailard.com/awsm_team_filters/trading/)
- [SRII](https://bailard.com/awsm_team_filters/srii/)

## Optional
- [Sitemap index](https://bailard.com/sitemap_index.xml)