SAN FRANCISCO--(BUSINESS WIRE)--Bailard, Inc. an independent, values-driven asset and wealth manager in the San Francisco Bay Area, is pleased to announce that its Technology Strategy was a top performer in the Morningstar Technology Category for both the 1-year and 5-year periods ending September 30, 2023. The ranking, compiled by Morningstar, was recently unveiled by Pensions & Investments, the global news source of money management and institutional investing in "Top Performing Separate
Bailard is a California-based investment management firm that provides wealth management, financial and retirement planning services to high-net worth individuals.