Headquarters: Foster City, Calif.
AUM: $6.1 billion as of June 30
U.S. employees: 77
Years Won: 2018-2024
In their own words:
“The pursuit of excellence — as a manager, partner and employer — drives everything we do. We believe in accountability, respect, courage, diversity, and balancing innovation and stability. And those values manifest in our compassionate, high-touch service; our firmwide intellectual curiosity and deep industry expertise; and in our transparency with both clients and colleagues. Empathy is not a hindrance, nor is it incompatible with risk and investing. In fact, we think it provides an edge.”
Three cool things:
- Recognizes service milestones through weekly company meetings, year-round events and annual in-person Oasis celebration. Held every November, the festive night honors employees with a placard and personal message from the CEO.
- Offers paid sabbatical year after seven years of employment for personal wellness, in addition to unlimited vacation and sick days. For financial wellness, provides a 50% match up to $5,000 for employees’ contributions to their 401(k) plans.
- Promotes camaraderie through activities such as Tuesday trivia contests, happy hours and sports game outings. Organizes volunteer events, in addition to running the nonprofit Bailard Foundation. Also has a club centered around watches and the craftsmanship of them.
Employees say:
- “The individuals at our company consistently demonstrate fairness, profound compassion and a commendable level of trustworthiness, which is reflected in their interactions with our clients, co-workers and vendors. What truly stands out is that every team member — whether they hold a high-ranking position like the CEO or play a supporting role like the receptionist — consistently upholds and embodies our company’s core values.”
- “Comfortable environment to share your thoughts and contribute to the company mission no matter your level in the organization. Senior leaders truly care about employees’ well-being.”
- “We have the opportunity to work on a diverse set of responsibilities. No one’s job is strictly siloed. Our jobs are intellectually stimulating and allow us to continuously learn and grow, even if our core roles do not change.”
