How Bailard became the best RIA to work for

Core Insights - Bailard, a wealth management firm, emphasizes a philosophy centered on independence, accountability, and excellence, which informs its policies and employee benefits [2][5] Employee Benefits - The firm offers a unique six-week paid sabbatical every seven years, a benefit that only seven out of sixty firms on the Best RIAs to Work For list provide [2][3] - Additional benefits include generous paid time off, flexible remote work options, and fully employee-paid medical, dental, vision, long-term care, and life insurance [3][4] Company Philosophy - The philosophy of compassion drives the firm to alleviate stress related to rising costs of living, particularly in health coverage [4] - This approach is seen as a meaningful way to support employees, acknowledging the unpredictability of health [4] Employee Ownership - Approximately 80% of Bailard's employees hold equity in the company, reflecting a commitment to internal ownership and control [5] - This structure fosters a long-term focus on decision-making rather than short-term earnings [6]