750 Curtiss will be a six-story, mid-rise, podium-style apartment building totaling 138 units located in Downers Grove, a western suburb of Chicago, IL. The Project will be built on an 1.34-acre infill site a three-minute walk from the Downers Grove Metra Station (BNSF Line).

El Dorado Self-Storage is a 227,327 SF to-be-built self-storage facility located in El Dorado Hills (Sacramento MSA), CA. The Project consists of a single three-story, climate-ontrolled facility with 1,148 total units on the south side of the site, and four single-story buildings on the north-side of the site to accommodate 136 boat and RV storage units.

Bailard offers fixed-income strategies for taxable and tax-exempt accounts, including for individuals, families, and foundations.

Bailard's investment strategies include domestic and international equities, fixed income, private real estate, and SRII strategies.

This quarter’s economic perspective of Jon Manchester, CFA, CFP (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact Investing) runs the gamut from Harry Markowitz to Taylor Swift.

Bailard promotes Dave Harrison Smith, CFA, to Chief Investment Officer, replacing Eric Leve, CFA, who remains as a portfolio manager.

Bailard honors Burnie Sparks, CFA, for 40 years of service.

Mary Bersot, CFA, joined Bailard with her long-time clients and colleague Nic Risser, following nearly two decades leading Bersot Capital Management.

Bailard emphasizes high-touch service, industry expertise, and transparency with clients and colleagues.

A Q&A with Mary Bersot, CFA and Sonya Mughal, CFA following Bersot Capital Management joining Bailard this spring.

Bailard celebrates 50 years as a firm in 2019.

Bailard’s B Corp Certification places it among the distinguished cohort of over 3,500 certified B Corps worldwide.

Bailard focuses on creating impact through hiring and client collaboration to achieve goals.

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